Results for "AI capex ROI"

Episodes

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  📋Intelligent report

  The OpenAI Leadership Dilemma

  The Jaeden Schafer Podcast· Apr 28, 2026

  Google's AI solves unsolvable math, OpenAI's CFO battles Altman over $660B in compute bets, the EU delays its AI Act, and Big Tech earnings kick off a major ROI reckoning.

  Google DeepMindAlphaticaGemini 3 DeepThinkSony AIProject ACE

  openaiai-regulation
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  📋Intelligent report

  SOTS 2nd Hour: Your Earnings Playbook - from Big Tech to Healthcare, Plus Anthropic Fundraise Details 4/30/26

  Squawk on the Street· Apr 30, 2026

  Alphabet's AI cloud boom steals the show as Meta tanks on capex fears, Fed Chair Powell vows to stay put, Anthropic eyes a $900B valuation, and Apple earnings loom—all from the NYSE floor.

  AlphabetGoogle CloudGeminiTPUAmazon Web Services

  anthropicinvesting