COLUMN: Who’s Gonna Buy All the AI Stuff?
By Robert ReichJuly 10, 2026 in Substack Friends, Through the end of June, about $3.2 trillion in AI deals have occurred this year. Thatโs a 45 percent jump from a year earlier, according to Dealogic, a data provider. Itโs the most spent on deal-making over a half-year period in at least a decade. Many of these were truly giant deals โ