Big Tech AI spending has surged as cloud giants race to build the infrastructure behind the AI boom 💰 This graphic is part of AI Week, our Terzo-sponsored series exploring how artificial intelligence is reshaping business, technology, and society. https://lnkd.in/eSRu7NBx #aiweek #bigtech #cloudcomputing #meta #microsoft
David GUT 🚀
1w
Brutal ver cómo la guerra real no es por usuarios sino por infraestructura, quien controle el cómputo y los datos va a definir el juego en los próximos años
You have the impression that at this pace in 10 years time in these companies will work only bots, no more humans.
Richa Singh
1w
This is useful, where is Anthropic Claude in all this
WHERE IS GOOGLE? - BLIND STATISTICS WHICH CANNOT SEE ELEPHANT IN ROOM?
🤖 A compelling strategic framing of what is increasingly less a “technology race” and more a structural reordering of the global industrial base. 🌍⚖️🏭 From a trade, regulatory, and industrial policy perspective, the decisive shift is the convergence of infrastructure, software, and compute under vertically integrated ecosystems - effectively redefining market access conditions and competitive neutrality. This will inevitably pressure existing competition frameworks, especially in jurisdictions navigating between innovation incentives and sovereignty-driven constraints. 💰 For capital-intensive sectors such as automotive and advanced manufacturing, the emerging reality is clear: AI infrastructure is becoming a dependency layer, not just an enabling tool. The differentiator will be how effectively firms secure optionality - across providers, geographies, and governance regimes - without losing strategic autonomy. ⏭️ We are moving from digital transformation to infrastructure alignment.