AI Capex Concerns & Big Tech 3/30/26
TechCheck
- Published
- March 30, 2026
- Duration
- 3:54
- Summary source
- description
- Last updated
- Apr 17, 2026
Discusses business, investing, management, technology.
Summary
CNBC’s MacKenzie Sigalos reports on Wall Street’s deepening unease with Big Tech’s AI spending spree, as Microsoft, Alphabet and Meta absorb a fresh wave of giant data center deals that show hyperscalers funding buildouts OpenAI and Anthropic could not support on their own. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information abou…
Show notes
CNBC’s MacKenzie Sigalos reports on Wall Street’s deepening unease with Big Tech’s AI spending spree, as Microsoft, Alphabet and Meta absorb a fresh wave of giant data center deals that show hyperscalers funding buildouts OpenAI and Anthropic could not support on their own. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Themes
- business
- investing
- management
- technology