Why the Mag 7 Are Betting Everything on AI - Full Breakdown
Автор: RTR Alpha
Загружено: 2025-12-09
Просмотров: 13
The Magnificent Seven are spending TRILLIONS to build the future of AI — but is the payoff worth it?
In this deep dive, we break down the real numbers behind the largest synchronized capital expenditure cycle in corporate history. NVIDIA, Microsoft, Amazon, Alphabet, Meta, Apple, and Tesla are pouring money into AI infrastructure at unprecedented speed… and today we quantify exactly what that means.
You’ll learn:
• Why NVIDIA has visibility to $500B in Blackwell & Rubin revenue
• How hyperscalers are entering a full-scale AI infrastructure war
• Microsoft’s $250B Azure commitment from OpenAI
• Amazon’s $50.9B cash flow drop from AI investments
• Alphabet’s $155B cloud backlog
• Meta’s “compute-starved” strategy powering $60B annual ad AI
• Apple’s hardware-driven AI upgrade cycle
• Tesla’s insane 40× AI chip improvement and the robot revolution
• PLUS: Key risks — concentration, CapEx strain, margin compression
Whether you're an investor, technologist, or AI enthusiast, this video reveals the true economic engine behind the AI boom — and what might come next.
Доступные форматы для скачивания:
Скачать видео mp4
-
Информация по загрузке:
