(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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