AITom's Hardwareabout 3 hours ago
Hyperscalers commit $2T to AI hardware
6 min read
Alphabet, Microsoft, Meta, and Amazon hold about $2 trillion in purchase commitments, largely for memory, per analyst Claus Aasholm. Google leads with an $811 billion spending surge, while Apple trails at $57 billion. The AI era shifts purchasing power from Apple to hyperscalers.
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