{"version":"1.0","type":"rich","provider_name":"Acast","provider_url":"https://acast.com","height":250,"width":700,"html":"<iframe src=\"https://embed.acast.com/$/68a43f4573bf5b62987006aa/6902f452a749a247c2119d18?\" frameBorder=\"0\" width=\"700\" height=\"250\"></iframe>","title":"Big Tech’s $100B Quarter: Why AI Infrastructure is the New Arms Race","description":"In today’s episode of AI in Flow, Claire and Peter break down how Alphabet hit its first-ever $100 billion quarter—largely driven by AI. From Microsoft’s cloud surge and Meta's growing infra spend to Amazon's new Trainium-powered AI cluster, we dig into how tech giants are reshaping their business models for an AI-first world. Plus, we track the money: who's generating real AI revenues, and who's just stacking costs. And yes, PayPal’s ChatGPT integration and YouTube’s bold new AI tools are here, too. Hit play to get ahead of the curve.","author_name":"Six & Flow"}