The dirty secret behind Big Tech’s AI arms race: Massive hardware investments that are obsolete in 3 years - Fortune
The dirty secret behind Big Tech’s AI arms race: Massive hardware investments that are obsolete in 3 years Fortune
AI Capex News
TSMC ups revenue guidance and CapEx, buoyed by 'multiyear AI megatrend' — warns Middle East conflict may impact profitability as costs increase - Tom's Hardware
TSMC ups revenue guidance and CapEx, buoyed by 'multiyear AI megatrend' — warns Middle East conflict may impact profitability as costs increase Tom's Hardware
TSMC lifts revenue forecast, pledges more capital spending to meet AI chip demand - Reuters
TSMC lifts revenue forecast, pledges more capital spending to meet AI chip demand Reuters
Utilities are spending $1.4 trillion to power the AI boom, and it's hiking up electric bills - Business Insider
Utilities are spending $1.4 trillion to power the AI boom, and it's hiking up electric bills Business Insider
AI capex ROI becomes key 2026 test for hyperscalers - Investing Experts - Seeking Alpha
AI capex ROI becomes key 2026 test for hyperscalers - Investing Experts Seeking Alpha
TSMC targets over 30% revenue surge in 2026, ramps up capex amid AI boom - South China Morning Post
TSMC targets over 30% revenue surge in 2026, ramps up capex amid AI boom South China Morning Post
TSMC lifts revenue forecast, pledges more capital spending to meet AI chip demand - The Globe and Mail
TSMC lifts revenue forecast, pledges more capital spending to meet AI chip demand The Globe and Mail
Alphabet Targets Higher AI Capex for 2026, Does This Make It a Buy? - Yahoo Finance
Alphabet Targets Higher AI Capex for 2026, Does This Make It a Buy? Yahoo Finance
Microsoft Stock (MSFT) Opinions on AI Capex-Driven Drawdown - Quiver Quantitative
Microsoft Stock (MSFT) Opinions on AI Capex-Driven Drawdown Quiver Quantitative
AI Capex 2026: The $690B Infrastructure Sprint - The Futurum Group
AI Capex 2026: The $690B Infrastructure Sprint The Futurum Group
AI Is a Net Positive for Banks - Morgan Stanley
AI Is a Net Positive for Banks Morgan Stanley
US denies ceasefire push, AI capex intact despite oil risk, Tata Group earnings, and more - LinkedIn
US denies ceasefire push, AI capex intact despite oil risk, Tata Group earnings, and more LinkedIn
Why AI Companies May Invest More than $500 Billion in 2026 - Goldman Sachs
Why AI Companies May Invest More than $500 Billion in 2026 Goldman Sachs
The Macro Implications of the AI Capex Boom - Bridgewater Associates
The Macro Implications of the AI Capex Boom Bridgewater Associates
The AI Vibe Shift Has Officially Arrived - Derek Thompson | Substack
The AI Vibe Shift Has Officially Arrived Derek Thompson | Substack
Big Tech’s AI expansion: From investment to scalable returns - RBC Wealth Management
Big Tech’s AI expansion: From investment to scalable returns RBC Wealth Management
Tech AI spending may approach $700 billion this year, but the blow to cash raises red flags - CNBC
Tech AI spending may approach $700 billion this year, but the blow to cash raises red flags CNBC
AI Capex: A Vertiginous Dialectic - AllianceBernstein
AI Capex: A Vertiginous Dialectic AllianceBernstein
Microsoft's AI Data Center Push: Growth Engine or Capex Trap? - Yahoo Finance
Microsoft's AI Data Center Push: Growth Engine or Capex Trap? Yahoo Finance
Nadella: Great ROIC From AI Capex - Morgan Stanley
Nadella: Great ROIC From AI Capex Morgan Stanley
Microsoft (MSFT): AI CapEx Growth And The 2026 Software Outlook | 2-Minute Analysis - Seeking Alpha
Microsoft (MSFT): AI CapEx Growth And The 2026 Software Outlook | 2-Minute Analysis Seeking Alpha
Goldman Sachs and Morgan Stanley see their stocks soar as the AI boom fuels big banks - qz.com
Goldman Sachs and Morgan Stanley see their stocks soar as the AI boom fuels big banks qz.com
The AI spending spree just keeps getting weirder - qz.com
The AI spending spree just keeps getting weirder qz.com
Hyperscalers Face 2026 AI Capex ROI Test - Let's Data Science
Hyperscalers Face 2026 AI Capex ROI Test Let's Data Science
How 2026 Markets Lost Their Footing - Morgan Stanley
How 2026 Markets Lost Their Footing Morgan Stanley
In CapEx Manifesto, Amazon CEO Defends Billions in AI Investments - The Daily Upside
In CapEx Manifesto, Amazon CEO Defends Billions in AI Investments The Daily Upside
Prediction: The $700 Billion Artificial Intelligence (AI) Capex Boom Will Create the Best Buying Opportunity of 2026 for These 3 Stocks - The Motley Fool
Prediction: The $700 Billion Artificial Intelligence (AI) Capex Boom Will Create the Best Buying Opportunity of 2026 for These 3 Stocks The Motley Fool
"Every Chip Is Getting Used Instantly" — Here's Why Google's AI Dominance May Be Unstoppable - 24/7 Wall St.
"Every Chip Is Getting Used Instantly" — Here's Why Google's AI Dominance May Be Unstoppable 24/7 Wall St.
Without AI spending, U.S. corporate capex would be negative, Pantheon analyst says - Fortune
Without AI spending, U.S. corporate capex would be negative, Pantheon analyst says Fortune
Microsoft stock jumps as AI data center goes live, stock eyes best week - Invezz
Microsoft stock jumps as AI data center goes live, stock eyes best week Invezz
The AI "Capex Trap" Is Wall Street's Biggest Fear Right Now. Here's Why I Think It's Overblown. - The Motley Fool
The AI "Capex Trap" Is Wall Street's Biggest Fear Right Now. Here's Why I Think It's Overblown. The Motley Fool
Citigroup raises AI capex and revenue forecasts amid rapid enterprise adoption - Yahoo Finance
Citigroup raises AI capex and revenue forecasts amid rapid enterprise adoption Yahoo Finance
Cramer says Broadcom is the real play in Meta’s chip partnership - 24/7 Wall St.
Cramer says Broadcom is the real play in Meta’s chip partnership 24/7 Wall St.
Applied Digital: A Winner In The AI CapEx Boom (NASDAQ:APLD) - Seeking Alpha
Applied Digital: A Winner In The AI CapEx Boom (NASDAQ:APLD) Seeking Alpha
AI capex cycle: war-proof for now - Allianz.com
AI capex cycle: war-proof for now Allianz.com
Why the AI capex cycle is built to persist - T. Rowe Price
Why the AI capex cycle is built to persist T. Rowe Price
AI Data Center Build Advances at Full Speed: Five Things to Know - BloombergNEF
AI Data Center Build Advances at Full Speed: Five Things to Know BloombergNEF
Microsoft, Oracle Lead Software Rebound as AI Spending Reignites Growth - Moomoo
Microsoft, Oracle Lead Software Rebound as AI Spending Reignites Growth Moomoo
AI capex cycle: war-proof for now - Allianz Trade
AI capex cycle: war-proof for now Allianz Trade
Tencent pledges higher AI investment in 2026 after chip curbs hit capex plans - Reuters
Tencent pledges higher AI investment in 2026 after chip curbs hit capex plans Reuters