#Capex

Meta Sets Class C Stock to Fund AI Push

Meta guided Q4 revenue above estimates, narrowed 2026 capex to $135B-$145B and added Class C stock to fund AI without diluting Zuckerberg.

Ed Zitron: Big Tech AI Boom Is Built on a Scandalous Lie

Ed Zitron warns that Big Tech AI growth relies on circular financing with cash-burning startups OpenAI and Anthropic, creating a $1.6T data center bubble.

Sundar Pichai's $185B Bet: How Alphabet Funds Its AI Revenue Engine

Google Cloud crossed $20 billion in quarterly revenue for the first time in Q1 2026 as Alphabet's $185 billion capital programme and $84.75 billion equity raise signal a full commitment to AI infrastructure leadership.

Telecom Capex Smarter with AI

AI tools like Databricks Genie are helping telecom CFOs close the financial intelligence gap in network capex planning by unifying data and enabling natural language queries.

AI Trade Hinges on Hyperscaler Capital and Revenue