Among the tech giants, I think $Meta Platforms (META.US)$ mi...

Among the tech giants, I think $Meta Platforms (META.US)$ might be most at risk of seeing pushback over its AI capex. Unlike $Amazon (AMZN.US)$ , $Microsoft (MSFT.US)$ and $Alphabet-C (GOOG.US)$ , they don't have an IaaS/PaaS business to help monetize their AI spend, and they're far from the only tech firm with an interest in seeing Llama succeed.