#capital-expenditure

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Artificial intelligence
fromTheregister
1 week ago

AI hype train may jump the tracks over $2T bill, warns Bain

AI datacenter buildout requires $500 billion annually; the industry needs $2 trillion in annual revenue by 2030 to fund it, but funding likely falls short.
Tech industry
fromTheregister
1 week ago

Micron close to selling all the HBM it will make next year

Micron has six HBM customers and near-complete 2026 HBM3E sell-out, expects rising memory margins and will invest $18B in FY2026 capital expenditures.
from24/7 Wall St.
1 month ago

Forget NVIDIA: Buy These 3 Stocks Instead

NVIDIA has experienced explosive growth, becoming the largest publicly traded company with a market cap of $4.4 trillion, propelled by rising AI technology investments.
Tech industry
fromwww.theguardian.com
2 months ago

Big tech has spent $155bn on AI this year. It's about to spend hundreds of billions more

The competition among the US's largest companies has led to a total of $155 billion being spent on artificial intelligence development in 2025, surpassing federal expenditures on education and social services.
Silicon Valley
#alphabet
fromIT Pro
2 months ago
Tech industry

Google-owner Alphabet to spend $10bn more this year on cloud kit - taking total to $85bn

fromIT Pro
2 months ago
Tech industry

Google-owner Alphabet to spend $10bn more this year on cloud kit - taking total to $85bn

more#alphabet
Digital life
from24/7 Wall St.
2 months ago

Meta Platforms (NASDAQ: META) Stock Price Prediction for 2025: Where Will It Be in 1 Year (July 17)

Meta Platforms Inc. has outperformed the broader market, with its stock up 15% this year, primarily driven by AI integration and strong earnings.
Artificial intelligence
fromTheregister
5 months ago

Meta blames Trump tariffs for ballooning AI costs

Meta's AI investments will significantly exceed expectations, with anticipated costs rising to $72 billion by 2025 due to tariffs and increased competition.
Tech industry
fromTheregister
5 months ago

Microsoft argues pausing datacenter builds is utterly normal

Microsoft's capital expenditure and cloud revenue show steady growth, highlighting a strategic focus on AI despite uncertainties in short-term ROI.
fromTheregister
5 months ago

Google admits depreciation costs soaring amid bit barn build

"We're in a tight demand supply environment and given that revenues are correlated with the timing of deployment of new capacity, we could see variability in cloud revenue growth rates depending on capacity deployment each quarter."
Tech industry
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