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Big Tech’s AI Spending Spree & The Rise of Special Purpose Vehicles 3/26/25
Manage episode 473610821 series 2975155
After years on the sidelines, Apple is finally making a move in the data center race, according to Loop Capital. The shift could have implications for AI spending—just as Wall Street grows skeptical—while also reshaping its partnership with OpenAI and serving as a last-ditch effort to revive Siri. Plus, CNBC’s Kate Rooney reports on the rise of special purpose vehicles and private market access for smaller investors.
616 episodes
Manage episode 473610821 series 2975155
After years on the sidelines, Apple is finally making a move in the data center race, according to Loop Capital. The shift could have implications for AI spending—just as Wall Street grows skeptical—while also reshaping its partnership with OpenAI and serving as a last-ditch effort to revive Siri. Plus, CNBC’s Kate Rooney reports on the rise of special purpose vehicles and private market access for smaller investors.
616 episodes
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