Results for "data center spending"

Episodes

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  📋Intelligence Report

  AI Capex Concerns & Big Tech 3/30/26

  TechCheck· Mar 30, 2026

  Microsoft, Alphabet, and Meta face historic 2026 declines as massive natural gas-powered AI data center deals raise fears of margin compression from soaring energy and input costs.

  MicrosoftAlphabetMetaOpenAIAnthropic

  openaianthropicinvestingmanagement
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  📋Intelligence Report

  Meta Manus Desktop App, Anthropic Enterprise Lead, OpenAI AWS Deal

  The Jaeden Schafer Podcast· Mar 18, 2026

  Meta's Manus hits desktop, Anthropic dominates enterprise AI spend, a startup builds visual memory for robots, and OpenAI quietly embeds itself into U.S. government infrastructure via AWS.

  MetaManusAnthropicOpenAIMemories AI

  openaianthropicagents