Tag: AI capex
Microsoft Is Turning Away Cloud Customers. Its Answe...
Microsoft plans to more than triple data center capacity to 38 gigawatts by 2...
CoreWeave's Stock Just Jumped 12% on 'Relentless Dem...
CoreWeave stock jumped 11.7% to $99.83 after CEO Mike Intrator told investors...
Alibaba Raises HK$80 Billion in Record Share Sale fo...
Alibaba Group will place HK$80 billion (US$10 billion) in new shares, directi...
Nvidia Reports Wednesday — and the Entire AI Trade N...
Nvidia reports fiscal Q2 2027 earnings Wednesday with $91.9 billion in revenu...
Alibaba Just Traded 75% of Its Profit for the AI Fut...
Alibaba's quarterly profit plunged 75% to $1.57 billion as AI capital spendin...
Cisco Just Posted Its Best Quarter Ever — and Wall S...
Cisco, Lumentum, Coherent, and Fabrinet all posted record quarters as AI netw...
Meta Is Paying Microsoft Hundreds of Millions — and ...
Meta has quietly become one of Microsoft's largest AI customers, spending hun...
Wall Street Just Raised Its Hand: The AI Buildout Is...
Wall Street fund managers now rank hyperscaler AI capital spending the most l...
The AI Buildout Is Entering a Riskier Phase - And No...
Parnassus CIO Todd Ahlsten says the AI buildout is entering a riskier phase: ...
The Boom Is Just Beginning — and That's the Scariest...
Alan Kohler says the AI buildout is the greatest investment boom in history —...
Microsoft Just Admitted 95.5% of Its Customers Won't...
Microsoft is collapsing Copilot into one app after fewer than 4.5% of its 450...
Cisco Just Showed Us Where the AI Money Really Goes ...
Cisco posted record Q4 results with $9.3 billion in AI orders from hyperscale...
Anthropic Just Co-Owned Its Landlord — and Wall Stre...
Anthropic launched Theseus Infrastructure with Macquarie Asset Management and...
Intel Just Sold 15 Billion Dollars of Stock for the ...
Intel announced a $15 billion common stock offering — its first public share ...
AI Capex Is Headed Past a Trillion Dollars — and It'...
BofA sees hyperscaler capex topping $1.2 trillion as the AI buildout pivots t...
SpaceX Just Spent $15.8 Billion on AI in One Quarter...
SpaceX's first earnings since its IPO beat estimates with $7.8B revenue and 9...
