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Microsoft is pouring its budget into AI as part of an arms race with the Magnificent 7 tech giants including Amazon, Nvidia, and Google. The competition for AI dominance is reshaping where the biggest tech companies spend their money.

Microsoft is pouring its budget into AI as part of an arms race with the Magnificent 7 tech giants including Amazon, Nvidia, and Google. The competition for AI dominance is reshaping where the biggest tech companies spend their money.
One of the guys we know at Microsoft who's a senior guy at Microsoft, he told me that all of their budget right now is going towards AI. So he was like, everything's towards AI. Like, if it's not AI, we don't care about it, right? It's an arms race right now for the Magnificent 7. So you have Amazon's going hard, Nvidia's going hard, Google's going hard, Microsoft. They have to, they have to compete.