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الاقتصادية
Source: الاقتصادية
6 Hrsالاقتصادية
Source: الاقتصادية
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Alphabet, Meta, Microsoft, Amazon and Oracle have pledged to spend more than $3 trillion over the coming years on AI infrastructure, including data centers, energy and equipment. Future lease commitments have reached about $1.3 trillion, while other purchase commitments total $1.9 trillion. Google’s commitments have exceeded $1 trillion and Meta’s have topped $800 billion. Disclosure practices vary across the companies, raising questions about the returns on these massive investments. Oracle, meanwhile, expects to return to positive free cash flow in 2028, with help from supplier financing and customer prepayments.
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