Episode

Alphabet’s First Dividend & Big Tech’s AI Spending Spree: Is the Infrastructure Boom Sustainable?

Podcast

The Silicon Insider

Published

Apr 23, 2026

Duration seconds

1498

Processing state

not_requested

Canonical source

https://podcasters.spotify.com/pod/show/silicon-insider/episodes/Alphabets-First-Dividend--Big-Techs-AI-Spending-Spree-Is-the-Infrastructure-Boom-Sustainable-e3id06a

Audio

https://anchor.fm/s/2db6ad8c/podcast/play/118963850/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-3-24%2F422754272-44100-2-3d17872f43d1b.mp3

JSON

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Markdown

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Summary

Dividends, buybacks, and a TikTok ban—Big Tech is changing the rules of the game. Mike Malone and Scott Budman break down **Alphabet’s historic dividend**, Microsoft’s AI dominance, and why the **TikTok "sell or ban" bill** is finally becoming a reality. Plus, we look at the physical limits of AI: why power and cooling are the new gold.