Will $725 Billion in NEW AI Spending Actually Pay Off?

AI CapEx is projected to hit $725B this year, up 77% from $410B, as the Iran war pressures the global economy, with AI/tech and oil and gas outperforming while other sectors struggle. Saudi Aramco warns gas and jet fuel stockpiles could reach critically low levels if the Strait of Hormuz can’t reopen, and the New York Fed’s Global Supply Chain Pressure Index is at its highest since COVID-era peaks. All while Google surges, Meta falters, and Microsoft tests out usage based pricing under margin pressure. Meanwhile, OpenAI’s woes multiply under the weight of an astounding burn rate and an inability to close financing for a critical AI chip deal with Broadcom. Where does all the spending take us in the end? CHAPTERS00:00 AI CapEx hits $725B and why it should concern investors00:35 How the Iran war is reshaping global sector performance01:16 Global Supply Chain Pressure Index reaches post-COVID peak02:20 Big Tech CapEx breakdown 14 Meta, Microsoft, Alphabet, Amazon02:43 Google Cloud wins the quarter with 63% revenue growth03:00 Microsoft shifts to usage-based pricing under margin pressure04:13 Why Meta's CapEx spending is alarming investors05:05 OpenAI's $18B financing deal is stalling05:28 Missed growth targets and a $115B projected burn at OpenAI06:00 OpenAI's IPO ambitions versus the CFO's concerns06:23 Musk vs. Altman trial 14 Satya Nadella testifies07:13 Microsoft's $13B investment in OpenAI and the nonprofit dispute08:03 What Elon Musk is actually asking the court for08:44 Apple's AI strategy and the new CEO's biggest question09:18 Apple closes a chip deal with Intel09:42 Why the U.S. government owns 10% of IntelIF YOU LIKED THIS, WATCH:→ Record High Gas Prices Thanks to Iran War, Plus UAE Leaves OPEC: https://youtu.be/SAJUfTa30sA→ Elon Musk Just Exposed OpenAI's Biggest Secret in Court: https://youtu.be/b5Ye6iYzM6E → What’s Apple Going to Do About AI? https://youtu.be/EQEzwYxllLQ SOURCES & FURTHER READINGGlobal Supply Chain Stress SignalsGlobal supply chains hit worst disruption levels since Covid shock data shows: https://www.newyorkfed.org/research/policy/gscpi#/interactiveAI Spending Boom And Big Tech CapexAI spending explosion revealed as Big Tech races toward 725 billion hyperscaler capex surge: https://finance.yahoo.com/markets/article/magnificent-7-earnings-rush-reveals-ai-spending-surge-with-hyperscaler-capex-set-to-reach-725-billion-in-2026-224901707.htmlBig Tech AI boom could push capital expenditures past 1 trillion by 2027: https://www.cnbc.com/2026/04/30/ai-boom-big-tech-capital-expenditures-now-seen-topping-1-trillion-in-2027-.htmlCloud Profits And AI Cost PressuresMicrosoft cloud margins squeezed as AI demand surges and pricing shifts begin: https://thein.fo/3Pba385AI costs reshape Big Tech profitability and force strategic pricing changes: https://www.ft.com/content/2138e81c-4d86-46f4-8ca0-287f8b737cdf?syn-25a6b1a6=1AI Chips And Infrastructure RaceOpenAI seeks 18 billion in funding to dominate next generation AI chip race: https://finance.yahoo.com/sectors/technology/articles/openai-18-billion-chip-financing-190457172.htmlApple and Intel move toward major chipmaking deal to secure AI future: https://www.wsj.com/tech/apple-intel-have-reached-preliminary-chip-making-agreement-69eb9370?mod=hp_lead_pos2AI chip boom turns unexpected companies into breakout tech stock winners: https://www.wsj.com/finance/stocks/the-chip-craze-is-turning-a-glass-company-and-a-toilet-maker-into-ai-stocks-67198276?mod=hp_lead_pos3AI Power Struggles And Industry DramaMicrosoft CEO Satya Nadella pulled into Musk and Altman AI power battle: https://www.cnbc.com/2026/05/11/microsoft-ceo-satya-nadella-musk-altman-trial.htmlFOLLOW GOOD REVENUEYouTube: https://www.youtube.com/channel/UCHrhuWbpYnUwrR75H2Ip4yQ Spotify: https://open.spotify.com/show/44me6PABSQ0k0GfphM70auApple Podcast: https://podcasts.apple.com/us/podcast/good-revenue/id1707461473  Hosted on Acast. See acast.com/privacy for more information.