Big Tech's AI Bill Is $3 Trillion Bigger Than It Looks

科技巨头的人工智能账单比表面上看要高出3万亿美元。

WSJ What’s News

2026-08-18

11 分钟
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单集简介 ...

P.M. Edition for Aug. 17. Wall Street Journal reporter Peter Rudegeair discusses why the top technology companies have huge AI spending commitments that aren’t reflected on their balance sheets. WSJ’s Jared Malsin explains how renewed Houthi attacks on Red Sea shipping are threatening another critical chokepoint for global energy as the Iran war spills into neighboring countries. And U.K. correspondent Max Colchester unpacks how the death of former Cambridge professor Jason Arday is reigniting Britain’s culture wars. Sabrina Siddiqui hosts. Sign up for the WSJ's free What's News newslette Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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  • Defense contractor L3 Harris has replaced its CEO after an investigation into his conduct.

  • Plus, why big tech's AI spending is $3 trillion higher than it seems.

  • Companies are on the hook for these spending commitments, whether

  • or not it becomes profitable for them to keep up with their AI enterprises.

  • And the Houthi rebels are tightening their grip on one of the most important energy choke points.

  • It's Monday, August 17th.

  • I'm Sabrina Siddiqui for The Wall Street Journal, filling in for Alex Osola.

  • This is the PM edition of What's News, the top headlines and business stories that move the world today.

  • The defense contractor L3Harris Technologies, that's the company behind the $400 million overhaul of the Qatari

  • jet now used as Air Force One, has ousted its chairman and CEO, Christopher Kubasik.

  • L3Harris says that an investigation found that he violated its code of conduct.

  • There weren't more details of the allegations, except

  • that L3Harris says the misconduct didn't affect its financial reporting, customer relationships, or operations.

  • The company has named Sam Mehta, who ran its space and communication systems units, as the new president and CEO.

  • Its shares fell more than 4% today.