From AI Capex Arms Race to Organizational Restructuring: How AI Could Rewrite Corporate Profit Statements｜Dazi AI Watch 015

This episode looks at the real test behind trillion-dollar AI capex.Microsoft, Amazon, Alphabet, and Meta show that AI revenue is starting to appear in cloud, software, and advertising. But Meta’s selloff shows that investors now demand ROI, cash flow, and operating leverage.The next AI phase is not just a chip-buying race. It is about whether agents can reshape organizations and rewrite corporate profit statements.Price is only the result. Variables decide the stage.No price predictions, only cycle observation.