Fortune
The CFOs steering Big Tech’s trillion-dollar AI bet
Finance chiefs at some of the most powerful technology companies in the world — Meta, Microsoft, Alphabet, Oracle, OpenAI, and Nvidia — are all women. These CFOs are overseeing the trillion-dollar capital allocation decisions that will define the AI era, from data center buildouts to model development. It is a quiet but striking concentration of financial leadership at the exact moment the industry is placing its biggest bets.
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Fortune
A moonshot to avoid a $39 trillion national debt crisis will rely on AI productivity going even better than bulls are hoping for, says JPMorgan
The U.S. faces a staggering $39 trillion national debt trajectory, and JPMorgan warns that avoiding fiscal catastrophe may hinge on AI delivering productivity gains that exceed even the most optimistic projections. It's a high-stakes bet that places enormous weight on a technology still proving its economic impact at scale. If AI underdelivers, the math on America's debt problem gets considerably harder to solve.
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