Meta and Amazon are leading a trillion-dollar Big Tech spending spree
THE SO WHAT
A trillion-dollar capex cycle led by Meta and Amazon means AI infra is now an arms race funded off balance sheets, not venture rounds. If you’re not one of the spenders, your strategy shifts to riding their platforms or finding niches they structurally can’t serve.
READ THE SOURCE
MORE FROM THE WIRE
Applied AIApple F*cking Did It: One Month With Siri AI
If Siri AI is quietly becoming indispensable in daily use, Apple just turned its assistant from a novelty into a default workflow layer. For operators, that means iOS users will expect deep, system-level AI interactions by default — your app UX and integration strategy need to assume an always-on, context-aware Siri in the loop.
Applied AISiri AI Is Becoming Apple’s Everything Tool
If Siri is now the backbone of the iPhone experience — not just a voice UI — Apple is centralizing user intent through a single AI broker. Builders should be designing for Siri as a primary orchestration surface: deep links, intents, and data contracts matter more than pixel-perfect in-app flows.
Applied AIAI-Fueled Rally to Continue Into 2027, Analyst Luria Says
If public markets are pricing an AI-driven semiconductor and infra rally through 2027, your cost of compute and talent will stay elevated longer than most budgets assume. Lock in key vendor relationships and capacity now — and be disciplined about which workloads truly justify premium AI infra.
Applied AISatya Nadella has issued a shocking warning to companies using AI
When Microsoft’s CEO publicly warns enterprises about risks of relying on proprietary models from other labs, he’s arguing for tighter control over your AI stack — governance, IP, and data residency. Boards should be asking this week: where are we exposed to single-vendor model risk, and what’s our plan for portability or hybrid use?