AI Capex

AI Spending Boom Drives 92% of US GDP Growth Amid Trade War Retail Giants' AI Investment Surge: Walmart Leads $55B Spending Wave Alphabet's $75B AI Investment Sparks Investor Concerns Over Returns DeepSeek AI Threatens US Stock Market Dominance, Says BofA Strategist Stock Market AI Bubble Just Starting, Could Rally Until 2025: Morgan Stanley Microsoft vs Google: Cloud AI Battle Heats Up With Billions in Spending Microsoft Beats Estimates, Ramps Up AI Capex to $20B in Q1 2024 Bank of America: AI Boom Mirrors 1990s Internet Era, $1T+ Investment Ahead