capital expenditure
PulseAugur coverage of capital expenditure — every cluster mentioning capital expenditure across labs, papers, and developer communities, ranked by signal.
2 day(s) with sentiment data
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Amazon boosts AI infra spending; Alibaba launches Qwen3.8-Max model · 2 sources tracked
Amazon's CFO has increased the company's 2026 capital expenditure forecast to $220 billion, anticipating that this sum may still be insufficient to meet demand, particularly concerning memory chip availability for AI in…
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Meta stock plunges on AI infrastructure costs; Zuckerberg hints at cloud business
Meta's stock experienced a significant drop of up to 10% following its latest earnings report, which revealed a substantial increase in capital expenditures for AI infrastructure. Despite revenue growth, operating incom…
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JPMorgan forecasts $5.5T AI capex, citing profitable buildout for now
JPMorgan Global Research projects that global AI-related capital expenditures will reach $5.5 trillion by 2030, an increase from previous estimates. This surge is driven by significant investment in data centers, chips,…