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Big Tech’s AI monetization equation is a balancing act between scaling AI revenue and surging capex, with one Big Tech name already seeing FCF go negative. Below, we break down the debt and equity fueling the AI buildout, and which other Big Tech companies could see FCF slip into the red by the end of the year. https://t.co/r1wmjNoTzR $GOOG $META $MSFT $AMZN