The $650 Billion AI Paradox: Why Wall Street is Panicking 📉

Описание: Big Tech is preparing to spend an astonishing $650 billion on AI infrastructure in a single year, yet Wall Street is actively punishing their stock prices. In this video, we unpack this massive financial paradox and explain why the entire future of software is at stake (no live demos required). In this video, we cover:
1. The $650 Billion Bet 💰 We break down the historic 2026 combined budgets of Google, Amazon, Microsoft, and Meta, which completely dwarf the cost of the Apollo moon program.
2. The CapEx vs. Buyback War ⚔️ Despite Google Cloud accelerating to 48% growth and AWS hitting 3-year highs, their stocks plunged. We explain why investors are furious that the tech giants are turning off the "buyback" machine to fund long-term capital expenditures (CapEx).
3. The "Agentic Shift" 🤖 This money isn't for simple chatbots. It is funding autonomous AI agents designed to act as digital co-workers that can execute complex, multi-step goals across various apps.
4. The "Dumb Pipe" Threat 🚰 We explore the terrifying reality for traditional software companies. New AI intelligence layers will sit on top of legacy software, turning them into low-value databases while the AI captures all the real value and user relationships. The Verdict: This historic spending is the starting gun in a multi-trillion-dollar race; companies must build their own intelligence layer or risk becoming a "dumb pipe".

Support the Channel: Do you think Wall Street is short-sighted for demanding stock buybacks over AI innovation? Let us know below! 👇

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