Big Tech’s A.I. Spending Is Accelerating (Again)

Spending on AI Is at Epic Levels. Will It Ever Pay Off?

Tech companies are pouring hundreds of billions into data centers, taking on heavy debt, but current revenue is relatively tiny. Critics warn of a new dot-com bubble.

The AI spending boom could have real consequences for the U.S. economy

As revisions to U.S. jobs numbers call into question economic growth, Big Tech is becoming an even more important part of American prosperity.

Timing Is Everything in the AI Bubble

This week's tech sell-off is a symptom of a deeper problem: no one knows when - or how - big tech's $1 trillion bet on AI is going to pay off.

AI Is A Money Trap

In the last week, we’ve had no less than three different pieces asking whether the massive proliferation of data centers is a massive bubble, and though they, at times, seem to take the default position of AI’s inevitable value, they’ve begun to sour on the idea that

Visualising AI spending: How does it compare with history’s mega projects?

AI spending is projected to reach $2.5 trillion in 2026, surpassing the largest scientific and infrastructure projects.

AI Data Centers: Big Tech's Impact on Electric Bills, Water, and More via @ConsumerReports

Massive data centers are gobbling up resources across the United States. The boom has just begun—and you may be paying for it.

Companies Are Throttling Employees’ AI Use Because It’s Too Expensive

Sources and leaks from Amazon, Adobe, Atlassian, Citi, and more show what is really happening with AI right now: companies are trying to rein in AI use as costs spiral out of control.

Microsoft reports are exposing AI's real cost problem: Using the tech is more expensive than paying human employees | Fortune

Companies are racing to incentivize employees to use AI. But as some companies are finding, the more employees that use the technology, the heavier the bill.

AI Companies Are Trying to Hide a Staggering Amount of Debt

AI companies are pouring tens of billions of dollars into enormous data centers. They're being built on top of a mountain of hidden debt.

Anthropic commits to spending $200 billion on Google's cloud and chips: Report

The commitment suggests the AI startup accounts for more than 40 per cent of the revenue backlog Google disclosed to investors last week, according ‌to the report.

AI is probably not a bubble

AI companies have revenue, demand, and paths to immense value

AI is probably not a bubble

AI companies have revenue, demand, and paths to immense value

People Loved the Dot-Com Boom. The A.I. Boom, Not So Much.

Tech leaders are beginning to worry about the public’s underwhelming enthusiasm for their plans to remake the world with artificial intelligence. Will that burst the bubble?

Is Big Tech's AI Gamble Starting to Look Riskier? - Slashdot

The Washington Post looks at giant tech companies "feeding every available dollar into the cash-incinerating maw of AI machines." They warn "Tech superstars that once had oodles of cash left over at the end of each year are now flipping into the red..." [While optimists expect] huge corporate p...

Pluralistic: Google’s AI pricing plan (21 Jan 2026) – Pluralistic: Daily links from Cory Doctorow

Google is spending a lot on AI, but what's not clear is how Google will make a lot from AI. Or, you know, even break even. Given, you know, that businesses are seeing zero return from AI: