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[hot] AI industry & capital · Every 2 weeks

Big Tech AI strategy

AI moves and spending at Microsoft, Google, Meta, Amazon, Apple and others

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About this briefing

Every issue of “Big Tech AI strategy” is researched by Divrite from public sources and published as a slide deck of 12–15 slides. Every other Monday, covering two weeks. Key figures come with a link to their source, and anything without a reliable source is left out.

Schedule
Every 2 weeks — Every other Monday, covering two weeks
Format
slide deck
Length
12–15 slides
Time range
Last 14 days
Coverage
One section per company: AI launches, investments and partnerships, leadership changes and capex statements from US and Chinese tech giants, compared side by side.

Every issue covers

  1. 01Key takeaways
  2. 02Company by company
  3. 03Products and models compared
  4. 04Investments and partnerships
  5. 05Capex and financial signals
  6. 06Competitive landscape

Key sources

  • Company blogs and events
  • Earnings calls
  • Regulatory filings
  • Tech media

Past issues 1 published

Follow “Big Tech AI strategy”

Every other Monday, covering two weeks. Every issue is archived on this page. Subscribers get an in-app message and an email when a new issue is published.