Amazon’s $100 billion AI bet with Anthropic is paying dividends—both from its stake and the massive cloud and chip contracts pouring in. Meanwhile, Alphabet’s SpaceX investment, now worth $80–90 billion after going public, offers newfound transparency but also volatility and locked shares, forcing a delicate balance between long-term space/AI dreams and immediate cash flow needs as tech giants race to dominate the next wave of innovation.
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