The big story from this round of tech earnings is capital expenditure, namely on data centres and compute. Many hundreds of billions of dollars are being spent on AI infrastructure between the tech majors. In this ep we dive into it in more detail. 

<p>The big story from this round of tech earnings is capital expenditure, namely on data centres and compute. Many hundreds of billions of dollars are being spent on AI infrastructure between the tech majors. In this ep we dive into it in more detail.&nbsp;</p>

The number one podcast about tech business and culture, from James "JR" Hennessy and Raph Dixon.