Can you provide any examples of any of the megascalers publishing any detailed financials that touch on their AI spend or revenue or profit? The only one I’m aware of that comes close is Microsoft and they have still buried it in barely related line items which still leave us making assumptions.

There’s speculation on both sides and certainly Zitron is on the extreme end of the anti-AI side with the most cynical speculation but it is indisputable that none of the megascalers are open about their AI financials. Hence, we are all speculating endlessly. If only there were published financials then the speculation could end!

The obfuscation of financials doesn’t necessarily mean something bad is happening, it could be a competitive advantage for Google to be secretive about how cost effective their TPUs are or for Microsoft to hide how much revenue uplift they’ve experienced by adding AI to 365.