Chips & Compute3 min read
SpaceX says its capex could double this quarter as AI spending grows
Business Insider
Updates on Capital Expenditures
Every AI story we track on Capital Expenditures: 6 stories so far, each summarized in our own words and linked to the publisher that reported it.
Pulled from 125 sources
This week
This month
Business & Enterprise2 min read
Microsoft keeps capex forecast unchanged, becoming one of the first data center giants to hold the line on AI spending
Business Insider
Business & Enterprise3 min read
Microsoft’s AI spending became cloud revenue. Meta’s became a cash-flow hole.
The Next Web
Business & Enterprise4 min read
Oracle’s Data Center Warning Is a Worst-Case Scenario for the Whole AI Boom
Gizmodo
That's everything we have on Capital Expenditures right now