In this episode, we delve into the massive $60–$80 billion AI investments announced by Meta and Microsoft for 2025—and the fierce hardware battle playing out behind the scenes. Will NVIDIA’s fortress of CUDA and cutting-edge GPU tech continue to reign supreme, or are AMD’s high-bandwidth accelerators poised to disrupt the market? We unpack Meta’s AI-first data centers, Microsoft’s Azure expansion, and the race to supply hyperscalers with next-generation chips. If you’re looking for a deep dive into how mega-spending in AI is reshaping the entire tech landscape—and who stands to gain the most from the surge—this is the conversation you won’t want to miss.