Article URL: https://www.reuters.com/business/retail-consumer/alphabets-cash-burn-raises-alarm-big-tech-ai-spending-climbs-2026-07-23/ Comments URL: https://news.ycombinator.com/item?id=49021006 Points: 265 # Comments:…
Capital flows signal where the market expects the next advantage, and often precede pricing and capacity changes.
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