Tag: capex

PwC Just Priced the AI Buildout at $31.6 Trillion — ...

PwC projects $31.6 trillion in data center capex through 2050 as Zuckerberg a...

The AI Buildout's Price Tag Just Doubled in Six Mont...

Global data center capex is now forecast to surpass $3 trillion by 2030, near...

Microsoft's $280 Billion Just Bought 2.2 Million Chi...

A Guardian investigation into Microsoft's internal documents found roughly 2....

Michael Burry Just Shorted the AI Cloud — and Today ...

Michael Burry has shorted Nebius ahead of its August 12 earnings, betting the...

Microsoft Made Record Profit. Meta Got Crushed. Same...

Microsoft posted record $35.8B profit and surged 10% while Meta missed EPS by...