Alphabet's $100 Billion War Chest Vs. Oracle's Debt Spiral: The AI Arms Race Hits Wall Street
- Posted on December 18, 2025
- By Yahoo News
- 2 Views
Alphabet's $100 Billion War Chest Vs. Oracle's Debt Spiral: The AI Arms Race Hits Wall Street
The AI arms race is heating up, and its effects are starting to show up where investors actually care – on the Big Tech balance sheets. According to UBS, global AI capex is now expected to hit $423 billion in 2025, and $571 billion in 2026. By 2030, ...
