When BigTech goes Dark

Google no longer upholds pledge to not work on Weapons and Surveillance Tech

OpenAI rebranding to a darker version.

Good Morning,

Introduction

Consider me alarmed. When the AI arms race becomes weaponized for geopolitical unipolar economic dominance, we have a problem for world-peace security and geopolitical stability including for the global economy. Trump’s administration is now likely to usher in such a scenario of U.S. exceptionalism that is a deeply destabilizing influence. Silicon Valley’s VC interests are financially aligned with this momentum. Why is this a problem? Capitalism with characteristics of technological fascism is now a more distinct possibility for America and its future. These are trends that are now accelerating in 2025. There are nefarious actors within Silicon Valley that have an ulterior agenda.

Silicon Valley investing in war technology, only leads to one possible future. A more dangerous world with less human rights and freedoms. Share this piece if that’s not the world you want to live in.

I am just one independent voice, and the opinions in this piece are mine alone.

Google, Microsoft and Nvidia Show AI Infrastructure Confidence Problem

While BigTech increases capex and spending on AI Infrastructure and future compute by investing in even more AI datacenter campuses, DeepSeek has not only unravelled Nvidia, but Google and Microsoft have both missed Earnings. We are talking tens of Billions of dollars.

• Nvidia is down nearly 21% in the last month.

• Microsoft is down nearly 8% in the past five days.

• Google is down nearly 7% pre-market post Earnings.

This as Italy and Taiwan have banned DeepSeek, while most Cloud computing businesses have integrated (embraced) DeepSeek into their offering, significantly undercutting model makers like OpenAI, Anthropic and Google too on cost in the process. The world in an instant, on January 20th, DeepSeek-R1 day - will never be the same. Let me explain.

Alphabet plans to invest $75 billion in capital expenditures in 2025, just about the same as Microsoft, while both of them had poor guidance. Alphabet is spending enormous sums on its Servers and Datacenters just to keep up, but overall revenue only grew not even 12% year over year.

Alphabet spent $32.3 billion on capital expenditures in 2023, so $75 billion in 2025 would be a big jump. Meta, Microsoft and others are racing and will likely spend together more than $300 Billion in 2025, mostly on AI Infrastructure. Sure, it’s nice to have revenue of $96.5 billion, but with AI Infrastructure, growing Google Cloud faster and stock buybacks, the extra money goes fast. But what else might Google be spending Billions of dollars on?

What’s wrong with America? 💣