POPA ReconWhere Big Tech’s AI Money Goes
Where Big Tech’s AI Money Goes Morgan Stanley estimates that Big Tech and neoclouds will spend $1.58T on AI in 2027. Here’s where that money ends up: • Chips & servers: $672B • Non-US suppliers: $511B • US memory & storage: $217B • Networking & optical: $215B • Data center infra: $119B Just four companies (Google, Amazon, Meta and Microsoft) account for $1.08T, or 68% of the total. On the receiving end, Nvidia gets the biggest slice, followed by memory makers Samsung, SK hynix and Micron. Billions also flow to networking, power and construction companies. Top 7 Perks | Variational Points +…
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