Send us a text In this episode of Tech Money Flow—“The Great Double Down”—we unpack how Meta, Microsoft, Google and Amazon are each all‑in on AI assistants, from Llama 4’s social brainwaves and Azure AI surge to Gemini’s search stronghold and Alexa+’s conversational storm, diving into the CEOs’ visions, the record CapEx they’re pouring into data centers, and my thoughts on the AI arms race. Linktree: https://linktr.ee/Techmoneyflow
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Send us a text In this episode of Tech Money Flow—“The Great Double Down”—we unpack how Meta, Microsoft, Google and Amazon are each all‑in on AI assistants, from Llama 4’s social brainwaves and Azure AI surge to Gemini’s search stronghold and Alexa+’s conversational storm, diving into the CEOs’ visions, the record CapEx they’re pouring into data centers, and my thoughts on the AI arms race. Linktree: https://linktr.ee/Techmoneyflow
#1 The AI Boom Unpacked: TSMC’s Surge, Meta’s Bet, and Google’s Big Play
Tech Money Flow
12 minutes
1 year ago
#1 The AI Boom Unpacked: TSMC’s Surge, Meta’s Bet, and Google’s Big Play
Dive into this episode where we explore how TSMC's earnings reveal that the AI boom is in full swing. Discover the latest money moves, including Meta's strategic investment, a research note about Microsoft, and Google's biggest potential deal yet. Let the money flow!
Tech Money Flow
Send us a text In this episode of Tech Money Flow—“The Great Double Down”—we unpack how Meta, Microsoft, Google and Amazon are each all‑in on AI assistants, from Llama 4’s social brainwaves and Azure AI surge to Gemini’s search stronghold and Alexa+’s conversational storm, diving into the CEOs’ visions, the record CapEx they’re pouring into data centers, and my thoughts on the AI arms race. Linktree: https://linktr.ee/Techmoneyflow
