readuncutMay 27

Infrastructure spending accelerates as returns remain absent: Google guided $75B in 2026 CapEx, Meta $125-145B, Microsoft burning $31.9B per quarter. Amazon's free cash flow collapsed from $14.8B to $1.2B. Microsoft's CFO admitted they're growing and getting less profitable simultaneously — and called that the plan.

https://readuncut.com/the-ai-layoff-receipts/

#AICapEx #CloudInvestment #TechInfrastructure #MarginCompression #WealthConcentration #BigTech

The AI Layoff Receipts

This article explores do layoffs for AI actually help a business in the long run. We analyze 1000s of transcripts and stock filings to look at the data - the answer is depressing.

Read Uncut
Hacker NewsApr 21

Anthropic takes $5B from Amazon and pledges $100B in cloud spending in return

https://techcrunch.com/2026/04/20/anthropic-takes-5b-from-amazon-and-pledges-100b-in-cloud-spending-in-return/

#HackerNews #Anthropic #Amazon #CloudInvestment #TechNews #AI

Anthropic takes $5B from Amazon and pledges $100B in cloud spending in return | TechCrunch

Amazon has made another circular AI deal: It's investing another $5 billion in Anthropic. Anthropic has agreed to spend $100 billion on AWS in return.

TechCrunch
Gareth Emslie 🇿🇦 🇪🇦 🇨🇭Jun 12, 2023
The HashiCorp State of Cloud Strategy Survey 2023 found that companies with high cloud maturity, as measured by technological and operational best practices, are boosting their cloud investments and achieving better business outcomes, including retaining talent, cost savings, improved security, and operational... https://www.hashicorp.com/blog/hashicorp-state-of-cloud-strategy-survey-2023-maturity-drives-operational-efficiency #cloudstrategy2023 #cloudmaturity #cloudinvestment #softcorpremium
HashiCorp State of Cloud Strategy Survey 2023: Maturity drives operational efficiency

Despite macro-economic pressure, cloud-mature companies — as measured by technological and operational best practices — boosted cloud investment and realized better business outcomes.

HashiCorp