π€π The AI BOOM, Decoded For Investors
No hype. No Financial Advice - Just facts & the money angle.
Breakdowns weekly on YouTube π
#AI#Investing#AIStocks
Our website truly gives you the insights and facts you want around the topic of investing into AI. Join our exclusive waitlist for free, give it a shot, follow us and visit our website linked at @AllFactsAI π
#AI#AIInvesting#Investing#AIWorld#AIInfrastructure
π° AI CAPITAL FACTS π°
Microsoft's most recently reported quarterly cash spending on property and equipment reached $35.80 billion β Microsoft, SEC EDGAR (XBRL filings), Q2 2026
#AllFactsAI#AIinvesting#investing#capex#bigtech#Microsoft
π«AI LABOUR FACTSπ«
In a randomised trial, 16 experienced open-source developers believed AI tools had made them 20% faster. Measured against issues they finished without AI, they were 19% slower β METR, July 2025
#AllFactsAI#AIinvesting#futureofwork#productivity#AI
π Alibaba announced Qwen3.8-Max as open source.
Now try to download it.
No weights. No licence. An empty model page.
It's the 5th strongest AI model on the board β and API-only as of 4 Aug 2026.
A promise to publish is not publishing.
#AI#OpenSource#Alibaba#Qwen#LLM
π° AI CAPITAL FACTS π°
Meta's cash capital expenditure went the other way in the first quarter of 2026 β from $21.38 billion the quarter before, a fall to $19.0 billion β Meta 10-Q, SEC EDGAR, Q1 2026
#AllFactsAI#AIinvesting#investing#capex#bigtech
π» AI COMPUTE FACTS π»
The largest AI data centre in Epoch AI's tracker, Colossus 2 in Memphis, Tennessee, holds a computing capacity of 1,112,000 H100-equivalent AI chips β Epoch AI, AI data centers tracker, August 2026
#AllFactsAI#AIinvesting#AI#artificialintelligence #datacenters
βοΈ AI SUPPLY CHAIN FACTS βοΈ
High-bandwidth memory is taking over the memory industry's capacity: TrendForce expects HBM to account, among the top three DRAM suppliers by the end of 2026, for 22% of DRAM wafer input, up from 18% a year earlier β TrendForce, June 2026 projection
#AllFactsAI #AIinvesting #semiconductors #manufacturing #supplychain