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Updates on Capital Expenditure

Every AI story we track on Capital Expenditure — 17 stories so far, each summarized in our own words and linked back to the publisher that reported it.

Pulled from 124 sources

This month

Finance4 min read

Alphabet raises A$5.5bn in Australia, more than doubling a record Apple set in 2015

The Next Web

Quote of the day by investor Warren Buffett on AI capex: "That's real money... That kind of money wasn't even put in the railroad business" — outlining his bullish long-term thesis on AI

TechRadar

Sell it or keep it? Google and Meta's AI compute quandary

Business Insider

Meta is 'throwing spaghetti at the wall' with its AI strategy, one analyst warns

Business Insider

Microsoft’s Azure just crossed $100bn a year, and the AI bet mostly paid off

The Next Web
Finance3 min read

Traders price an outsized Microsoft move as AI capex scrutiny mounts

The Next Web

Amkor will spend up to $3bn this year, close to 40% of its revenue

The Next Web
Finance4 min read

An AI correction is now a top global credit risk, Fitch says

The Next Web
Chips & Compute2 min read

Alphabet locked in $811 billion of future spending on AI infrastructure. The number jumped $500 billion in one quarter.

The Next Web

Alphabet lifts capex guide to $205bn as Google Cloud jumps 82%

The Next Web
Finance4 min read

CoreWeave looks to Wall Street to hedge memory chips, an asset with no market

The Next Web

Oracle spent $55.7 billion on data centres in a single year, beat its own guidance by $5.7 billion, and wants to raise another $40 billion

The Next Web

Amazon prepares its first Swiss franc bond in six-part AI-capex push

The Next Web

Zuckerberg tells Meta employees the layoffs are about capex, not AI productivity

The Next Web

Amazon’s cloud business is surging — and so is its capital spending

TechCrunch

Meta signs multibillion-dollar deal for Amazon Graviton5 chips as AI compute demand outstrips $135B capex budget

The Next Web
That's everything we have on Capital Expenditure right now