The AI Invoice, A Bitcoin Liquidation, and The Silent Fed
06.02.2026 - 15:52:17
The invoice for the artificial intelligence era has been finalized, and the sum is roughly equivalent to the GDP of Argentina.
For months, the market operated on a vague promise that generative AI would change everything. Today, we are looking at the specific price tag for that change: $650 billion. That is the collective capital expenditure bill that Amazon, Google, Microsoft, and Meta are presenting to shareholders for 2026.
If you were hoping for a quiet Friday to ease into the weekend, the markets had other plans. We are witnessing a historic collision between the promise of a technological future and the brutal arithmetic of its cost, all while the Federal Reserve Read more...
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