Stratrix3 · Newsroom
Who Is Really Paying for AI? Stratrix Analysis Finds the Risk Is in the Promises, Not the Spending
Five companies spent $601 billion on capital investment in a year, 85% of their operating cash. Contracted backlog at four cloud companies grew from $608 billion to $2.3 trillion in two years, much of it resting on a few AI developers.
October 27, 2026