AI isn’t just a tech trend. It’s where billions of dollars are moving right now.
The Big Story
Microsoft, Google, and Meta are spending tens of billions on AI, building data centers, chips, and tools. That investment is already shifting jobs, markets, and how businesses operate day to day.
The Two Spins
From the Left
- Companies are using AI to handle tasks like customer service, writing emails, and scheduling.
- Establish clearer rules for data use and the handling of job changes resulting from automation.
From the Right
- AI helps companies handle customer support, operations, and analysis faster and at lower cost.
- Limiting new restrictions allows faster adoption and helps companies compete globally.
What This Means for Us
AI is changing what everyday work looks like. Tasks that took minutes now happen in seconds.
That can reduce entry-level roles, making it harder to gain early work experience while increasing demand for higher-skill positions.
How They Make Money
NVIDIA
- NVIDIA sells AI systems that can cost tens of millions for a single data center setup.
- Its CUDA software keeps companies tied to its chips, making switching providers costly and difficult.
Takeaway
NVIDIA profits by being hard for companies to replace.
The Number That Stuck With Me
$100 million
Training just one advanced AI model that can understand and respond like a human can cost over $100 million.