Tag Archives: AI Capex
Bridgewater Associates Issues, Structural warning. AI boom entering”dangerous phase.”
The $650 Billion Milestone: (HedgeCo.Net) Bridgewater’s proprietary research indicates that the four primary hyperscalers—Alphabet, Amazon, Meta, and Microsoft—are on track to spend a combined $650 billion on AI infrastructure in 2026. This is a monumental shift from the $410 billion spent in 2025. To fund […]