Google Free Cash Flow Turns Negative Due to Massive AI Spend
THE SO WHAT
When a company at Google’s scale drives free cash flow negative on AI and commits up to roughly $200B in expenses, it resets what “table stakes” looks like for infra investment. If you’re not a hyperscaler, assume foundation model economics will be shaped by players willing to burn tens of billions — your edge has to be distribution, domain, or data, not raw compute.
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