#Capital Expenditure

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

AI's Capital Demands Signal Red Flags for Non-AI High-Beta Stocks