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In the race of artificial intelligence, "cash" is the real ammunition.
This report confirms once again that we are far from a "bubble."
Because a bubble simply = promising a trip to the beach, while I don’t have a car or even a horse.
What we see from the amount of free cash with AI giants is a guarantee of continued investment for years to come, even assuming profitability halts.
Microsoft today ranks at the top of global cash liquidity, surpassing all tech giants.
These $102 billion are not just financial security, but a huge strategic flexibility; allowing it to inject massive investments into infrastructure, reserve energy resources, and fund AI expenses for years without any pressure.
Current ranking of "war chests" in technology:
• $MSFT Microsoft: $102 billion
• $GOOGL Google: $98 billion
• $AMZN Amazon: $94 billion
• $NVDA Nvidia: $61 billion
• $AAPL Apple: $55 billion
• $META Meta: $44 billion
• $TSLA Tesla: $42 billion
Whoever has liquidity today.. holds the keys to the infrastructure of the future.
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