Big Tech’s $100B Quarter: Why AI Infrastructure is the New Arms Race

In today’s episode of AI in Flow, Claire and Peter break down how Alphabet hit its first-ever $100 billion quarter—largely driven by AI. From Microsoft’s cloud surge and Meta's growing infra spend to Amazon's new Trainium-powered AI cluster, we dig into how tech giants are reshaping their business models for an AI-first world. Plus, we track the money: who's generating real AI revenues, and who's just stacking costs. And yes, PayPal’s ChatGPT integration and YouTube’s bold new AI tools are here, too. Hit play to get ahead of the curve.About Six & FlowSix & Flow is a digital transformation consultancy helping businesses adapt, grow, and thrive in a fast-changing world. We specialise in AI, CRM, and revenue operations, blending strategy, technology, and creativity to deliver measurable impact. From scaling startups to global enterprises, we partner with ambitious teams to unlock growth through smart automation, customer-centric marketing, and forward-thinking sales enablement. Learn more at sixandflow.com. Hosted on Acast. See acast.com/privacy for more information.