Big Tech Rakes In the AI Revenue

科技巨头坐收人工智能之利

WSJ What’s News

2026-04-30

13 分钟
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A.M. Edition for April 30. After several years of massive infrastructure spending, four of the biggest names in tech reported sales growth yesterday thanks to the proliferation of AI tools. WSJ deputy tech bureau chief Bradley Olson details how companies are dipping into their cash reserves and announcing layoffs to accommodate massive AI spending, and how investors are responding. Plus, the White House opposes Anthropic’s plan to expand access to its powerful Mythos AI model over security concerns. And can LIV Golf survive after Saudi Arabia pulls funding for the PGA Tour rival? Luke Vargas hosts. Sign up for the WSJ’s free What’s News newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices
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  • Your teams spend more time searching for information than using it.

  • Amazon Quick changes that.

  • One intelligent assistant that connects all your company's data and turns answers into action instantly.

  • AWS. com slash quick.

  • Oil prices jump to a new wartime high on fears of renewed escalation with Iran.

  • Plus, AI finally starts making money for big tech, but not without a rethink of their balance sheets.

  • They had tremendous cash flow, and that's kind of changing.

  • In order to afford the kind of spending that they 're going to have to make,

  • they 're changing the way they operate, and they are becoming kind of more indebted and using

  • that to pay for AI infrastructure and data centers.

  • And they're also cutting staff.

  • And can Live Golf Survive Without Saudi Funding?

  • It's Thursday, April 30th.

  • I'm Luke Varkas for The Wall Street Journal.

  • And here is the AM edition of What's News, the top headlines and business stories moving your world today.

  • Tech companies are starting to strike gold with artificial intelligence.

  • Four of the biggest names in tech, Microsoft, Alphabet, Meta, and Amazon, all reported earnings yesterday,

  • showing that sales are growing thanks to the proliferation of AI tools.

  • That progress, however, is coming at a steep cost, with capital expenditures for data centers and chips soaring.

  • So what are investors making of it all?