AI Is Bigger Than You Think

3 hours ago 2

"I believe AI will be the most transformative technology humanity has yet developed, driving progress across every sector of society."

– Sam Altman

I want to tell a couple of stories about the incredible AI adoption happening right before our eyes, starting with Zuck.

Mark Zuckerberg of Meta is calling people and offering signing bonuses in the millions to lure top AI talent from competitors like OpenAI, xAI, and Apple. This aggressive push showcases Meta’s belief that AI superintelligence is critical to the future of their company.

Larry Ellison, the legendary founder of Oracle, said on the last earnings call that customer demand for AI data centers is “astronomical,” with one client requesting “all capacity you can give us.” Oracle’s AI infrastructure bookings surged 200% in 2024, underscoring the massive investment pouring into the backbone of AI’s future.

Sundar Pichai of Google says that Gemini products are growing at a staggering 50X rate. With over 2 billion monthly active users across its AI-integrated services in 2025.

Elon Musk of xAI, emphasizing AI’s overwhelming potential, said, “Imagine you’re cleaning a beach which has a few needles, trash, and is dirty. And there’s a 1000 ft tsunami which is AI that’s about to hit. You’re not going to focus on cleaning the beach.”

The Collison brothers, founders of Stripe, recently said they foresee an “agentic” economy where AI agents autonomously handle transactions and workflows. In 2024, over 700 AI agent startups launched on Stripe, processing $10 billion in transactions, and showing unprecedented growth.

The AI-powered code editor Cursor, reached a milestones of 1 million users faster than Instagram, reflecting an adoption speed previously unseen in tech history.

Here’s a list of some of the high AI investments based on recent reports that showcase how confident leaders are in the potential of this tech:

Stargate - $500 billion
Consortium (OpenAI, Oracle, SoftBank, MGX); U.S.-based AI infrastructure, 20 data centers, 4-year rollout with an initial $100 billion commitment.
Apple - $500 billion
Solo effort; AI server facilities, R&D, silicon focus, including a Houston site by 2026, though AI-specific allocation is unclear.
Amazon - $105 billion (2025 estimate)
AI-driven cloud infrastructure, AWS focus, as confirmed by CEO Andy Jassy for 2025.
Microsoft - $80 billion (2025 estimate) Azure and OpenAI tie-ins, massive AI compute expansion, as reported for fiscal 2025.
Alphabet (Google) - $75 billion (2025 projection) AI models, custom TPUs, broad ecosystem play, per 2025 expenditure plans.
Meta - $60–$65 billion (2025 estimate) AI data centers and infrastructure; a rumored $200 billion long-term plan remains unconfirmed.
SoftBank - Included in Stargate No separate $100 billion commitment confirmed; contributions are part of Stargate’s $500 billion, targeting 100,000 U.S. jobs.