Business & Enterprise3 min read
Meta’s bigger budget, Tesla’s smaller one leave Wall Street uneasy
ET AI (The Economic Times)
Updates on Capital Expenditure
Every AI story we track on Capital Expenditure: 20 stories so far, each summarized in our own words and linked to the publisher that reported it.
Pulled from 125 sources
This month
Chips & Compute3 min read
TSMC posts a sixth straight record profit but turns cautious on 2027
The Next Web
Finance4 min read
Alphabet raises A$5.5bn in Australia, more than doubling a record Apple set in 2015
The Next Web
Business & Enterprise3 min read
Quote of the day by investor Warren Buffett on AI capex: "That's real money... That kind of money wasn't even put in the railroad business" — outlining his bullish long-term thesis on AI
TechRadar
Business & Enterprise3 min read
Sell it or keep it? Google and Meta's AI compute quandary
Business Insider
Business & Enterprise3 min read
Meta is 'throwing spaghetti at the wall' with its AI strategy, one analyst warns
Business Insider
Business & Enterprise3 min read
Microsoft’s Azure just crossed $100bn a year, and the AI bet mostly paid off
The Next Web
Industry & Manufacturing4 min read
Amkor will spend up to $3bn this year, close to 40% of its revenue
The Next Web
Chips & Compute2 min read
Alphabet locked in $811 billion of future spending on AI infrastructure. The number jumped $500 billion in one quarter.
The Next Web
Business & Enterprise4 min read
Alphabet lifts capex guide to $205bn as Google Cloud jumps 82%
The Next Web
Finance4 min read
CoreWeave looks to Wall Street to hedge memory chips, an asset with no market
The Next Web
Oracle spent $55.7 billion on data centres in a single year, beat its own guidance by $5.7 billion, and wants to raise another $40 billion
The Next Web
Amazon prepares its first Swiss franc bond in six-part AI-capex push
The Next Web
Zuckerberg tells Meta employees the layoffs are about capex, not AI productivity
The Next Web
Meta signs multibillion-dollar deal for Amazon Graviton5 chips as AI compute demand outstrips $135B capex budget
The Next Web
Tesla just increased its capex to $25B. Here’s where the money is going.
TechCrunch
That's everything we have on Capital Expenditure right now