#Capital Expenditure
13 articles with this tag
AI Giants Double Down on Cloud and Compute Investments
Amazon, Microsoft, and Meta are boosting AI infrastructure spending, with Amazon planning $150B and Meta $40B in 2024, signaling an intense race for AI dominance.
Meta Boosts 2026 Spending, Investors Watch AI ROI
Meta Platforms is boosting its 2026 spending outlook for AI, but faces investor questions on monetizing its AI advancements beyond advertising.
Amazon's $42B Bond Sale Signals AI Investment Push
Amazon launches a massive $42 billion bond sale to fund its AI capital expenditures, signaling a major investment push into artificial intelligence infrastructure.
Anurag Rana on Oracle's AI Cloud Bets
Anurag Rana of Bloomberg Intelligence discusses Oracle's significant capital investments and strategic partnerships, including a major deal with OpenAI, as it competes in the AI cloud infrastructure market.
Big Tech's AI Gold Rush: $650B Bet on Data Centers
Big Tech firms plan to spend $650 billion by 2026 on data centers and gear, signaling an intensifying AI race and broad industry disruption.
Amazon's Indiana Bet: The Physical Core of AI Infrastructure
Accel 2025 Globalscape: The $4 Trillion Race to Build AI's Infrastructure
Amazon Q3 earnings show its AI engine is finally firing
AI's Capital Conundrum: The Dot-Com Echo and the "Prove It" Phase
America's Economic Rebirth: AI, Reshoring, and the CapEx Revolution
Custom AI Chips Challenge Nvidia and Broadcom Dominance
AI Buildout Just Beginning, Enterprise Adoption Nascent
