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You Can't Ignore How Little China Spends on AI CapEx
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YouTubeRiskReversal Media
You Can't Ignore How Little China Spends on AI CapEx
Dan Nathan and Deirdre Bosa, CNBC's Tech Check host, delve into key topics around AI technology and investments. They discuss the growing influence of Chinese open-source AI models and compare US and Chinese AI CapEx spending, drawing on insights from a Bloomberg tweet thread. The conversation highlights China's commoditization strategy in AI ...
22.9K views6 days ago
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Big Tech's Meta, Amazon, and Google spent over $112B combined on capex in 2025. 💰
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