big tech companies

1 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement Nov 16, 2025 by Benedict Evans · across every show →

Everything said about big tech companies, oldest first

Nov 16, 2025
Prediction Not checkable as stated
Evans: Tech companies will spend over $400B on AI infrastructure
“These companies will collectively spend something over four hundred billion dollars building infrastructure.”
Benedict Evans Nov 16, 2025 ▶ 2:59 The AI presentation
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