Big Tech Spent $300B on AI This Quarter — Here’s Who Gets ROI and Who Doesn’t
Gennaro Cuof
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2026-05-02
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via FourWeekMBA
The $300 Billion AI Reality Check: Silicon Valley’s Biggest Wealth Transfer in History Meta just burned through $15 billion on AI infrastructure this quarter to achieve 12% normalized growth—the same rate they managed three years ago without the AI spending spree. Meanwhile, Google’s enterprise AI business exploded 800% year-over-year, generating actual revenue from their Gemini […] The post Big Tech Spent $300B on AI This Quarter — Here’s Who Gets ROI and Who Doesn’t appeared first on FourWeekMBA .
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