🐋 WHALE WATCH: Big Tech is going all in on AI and the numbers are staggering. Hyperscalers like MSFT and GOOGL are projected to spend up to $700 billion this year alone. They are doubling their debt to fund this infrastructure which leaves almost no room for mistakes. We are moving from a phase of high earnings to a phase of massive capital bets. Is the AI revenue going to justify this spend ?(Whale Factor)