--- title: "The AI arms race is officially ON. Tech giants are blowing past spending expectations on AI infrastr" description: "The AI arms race is officially ON. Tech giants are blowing past spending expectations on AI infrastructure." type: "topic" locale: "en" url: "https://longbridge.com/en/topics/100000000181754.md" published_at: "2025-08-06T19:47:19.000Z" author: "[Tom Nash Updates](https://longbridge.com/en/profiles/17075731)" --- # The AI arms race is officially ON. Tech giants are blowing past spending expectations on AI infrastr The AI arms race is officially ON. Tech giants are blowing past spending expectations on AI infrastructure. ### Related Stocks - [ON.US - ON Semiconductor](https://longbridge.com/en/quote/ON.US.md) --- > **Disclaimer**: This article is for reference only and does not constitute any investment advice.