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SAIL Media

(Understanding AI) Tech leaders insist there is no AI bubble

"We keep on having more demand," Mark Zuckerberg said.

SAIL Media, Kai Williams, and Timothy B. Lee
Nov 04, 2025
∙ Paid

Five of the largest hyperscalers—Alphabet, Microsoft, Amazon, Meta, and Oracle—spent a combined $106 billion on capital investments in their most recent quarters. This was the first time those compan…

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