Capitalist Insider: The $300B hole Amazon, Oracle and Microsoft still owe

Goldman to Big Tech: $300B just to get to zero on Ai. $1T to actually win

Hello Capitalist Insiders!

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• Goldman to Big Tech: $300B just to get to zero on AI. $1T to actually win

• Muse just dragged Meta within $10 of a record

• Musk gave OpenAI and Anthropic a 6-month clock

• Akamai rips 20% after Anthropic’s $11.6B cloud shock

• Gold just lost 2% as Fed hike odds hit 70%

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Hyperscalers must print $300B before AI pays a dime

Goldman Sachs says Amazon, Oracle and Microsoft need about $300 billion in AI revenue in the next few years just to break even on their infrastructure binge.