May 13, 2025

AI Infrastructure Spending: A Double-Edged Sword for Tech Giants

Leave a Comment / AI & Automation /

TL;DR: As Amazon, Microsoft, Google, and Meta pour billions into AI infrastructure, Wall Street is rethinking how it values Big Tech. While AI promises long-term gains, the immediate cost surge is triggering margin pressure, capex skepticism, and strategic recalibration. Big Tech’s New Obsession: AI at Any Cost? In 2025, artificial intelligence isn’t just a product feature—it’s […]

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Big Tech’s $320B AI Bet: A Massive Shift in Strategy for 2025

Leave a Comment / AI & Automation, Tech, Uncategorized /

TL;DR: In 2025, tech giants like Amazon, Google, Microsoft, Meta, and Apple are set to invest a combined $320 billion into AI infrastructure. From data centers to GPUs and model training, this surge marks a strategic evolution from software innovation to capital-intensive AI dominance. The Era of AI Megaspending Has Arrived Over the last decade, Big

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Omada Health Files for IPO as Digital Health Sector Eyes Revival

Leave a Comment / Business /

TL;DR: Omada Health, a digital health platform that allows users to manage chronic diseases, has confidentially filed for an IPO in the U.S., signaling a potential resurgence in health tech listings. Backed by Perceptive Advisors, Wellington Management, and Andreessen Horowitz, Omada targets chronic disease management through a digital-first approach. A Leading Digital Health Startup Eyes

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