Big Tech is tapping the brakes on AI spending.
$AAPL just slashed internal AI budgets—engineers now capped at $200/day (down from $300). Microsoft and McKinsey already made similar cuts.
The narrative: AI costs are piling up faster than expected. Even trillion-dollar companies are feeling the burn.
What this means:
• Hype cycle cooling
• Unit economics still broken at scale
• Potential slowdown in AI infra demand
Watch $NVDA, $MSFT, and AI token narratives closely. If the big boys are cutting spend, retail needs to reassess exposure.
$AAPL just slashed internal AI budgets—engineers now capped at $200/day (down from $300). Microsoft and McKinsey already made similar cuts.
The narrative: AI costs are piling up faster than expected. Even trillion-dollar companies are feeling the burn.
What this means:
• Hype cycle cooling
• Unit economics still broken at scale
• Potential slowdown in AI infra demand
Watch $NVDA, $MSFT, and AI token narratives closely. If the big boys are cutting spend, retail needs to reassess exposure.