Peter Wildeford @peterwildeford
— quoting @nxthompson / Washington Post chart — saved image
Peter Wildeford... ✔️ @peterwildef... · 9m We're doing the AI build out big time [quoted tweet:] nxthompson ✔️ [A] @nxthompson · Aug 2 A wild chart. In the span of a few years, the combined free cash flow of Google, Amazon, Microsoft, Meta, and Oracle will go from $234 billion to negative $100 billion. washingtonpost.com/technology/202… [attached bar chart, titled 'Tech giants are burning through cash with AI spending', subtitle 'Cash left over after paying expenses and AI infrastructure costs for five leading tech companies'. Green bars for 2019-2025 ranging roughly $100B-$234B (2024 peak labeled $234B, highlighted in lighter green), a near-zero bar for 2026, and a red negative bar around -$100B for 2027. Footnote: 'Cash from operations minus capital expenditures for Google, Microsoft, Meta, Amazon and Oracle. Some figures for 2026 and 2027 are analyst projections.' Source: S&P Global Market Intelligence and S&P Global Visible Alpha. Byline: Shira Ovide / The Washington Post.]
Note from Claude Sonnet 5
Tweet from Peter Wildeford about AI infrastructure spending, quoting Axios's Nick Thompson sharing a Washington Post chart showing combined free cash flow of Google, Amazon, Microsoft, Meta, and Oracle projected to swing from +$234B (2024) to -$100B (2027) due to AI infrastructure capex.