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Morgan Stanley: hyperscalers will fund about 50% of the $2.9T in future AI infrastructure through 2028, with debt, PE, VC, and other sources making up the rest (Tabby Kinder/Financial Times)

Tabby Kinder / Financial Times : Morgan Stanley: hyperscalers will fund about 50% of the $2.9T in future AI infrastructure through 2028, ...

13 August 2025

GPT-5's router directs queries based on complexity and intent, helping OpenAI allocate compute for low-value informational and high-value commercial requests (SemiAnalysis)

SemiAnalysis:
GPT-5's router directs queries based on complexity and intent, helping OpenAI allocate compute for low-value informational and high-value commercial requests  —  How ChatGPT will monetize free users, Router is the Release, AIs will serve Ads, Google's moat eroded?, The shift of purchasing intent queries

Posted from: this blog via Microsoft Power Automate.

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