#AI spending

Mark Zuckerberg's $145B AI Wager: Where Meta's Money Goes

Meta generated $56.31B in Q1 2026 revenue, up 33 percent, while committing up to $145B in annual AI capex. A segment-by-segment breakdown: the $55B advertising engine, the $4B Reality Labs subsidy, and the $19B quarterly infrastructure build.

Tchir: AI and Everything Else - Two Economies Driving Markets

Peter Tchir of Academy Securities outlines a market divided into two economies: the AI-driven compute sector and everything else, warning of potential risks if AI spending slows.

ABB CEO Sees No Slowdown in AI Spending, Electrification Driving Industrial Growth

Amazon's AI Vision Captivates Investors Amidst Hyperscaler Spending Spree

Meta's AI Spending: A Metaverse Echo Raising Investor Eyebrows

AI Spending: Peak Hype or Broadening Foundation?