#capex
articles
CF40 Forum: China AI Supply Chain in ‘Marathon’ First Half, K-Shaped Rally Masks Bubble in Long Tail
While Anthropic’s annual recurring revenue rockets toward $1.2 trillion and US AI capex tops $800 billion, a CF40 forum ...
Meta Plans to Sell AI Compute to Rivals Amid Investor Pressure
Under pressure to justify its $145B annual AI spending, Meta is pivoting to offer computing power directly to other AI f...
SpaceX's AI Spending Spree Drags Its Shares While Nvidia Gains
SpaceX beat Q2 estimates but its $18.4B capex sent shares down 7%; Nvidia rose as Musk made it the exclusive AI chip par...
Equinix Nearly Doubles Capex Outlook as AI Inference Demand Accelerates
Equinix raised 2026 capex to as much as $6B and lifted long-term revenue growth targets, betting the AI shift from train...
Jefferies: China Will Win AI's Consumer Market Despite Chip Stock Rout
A new Jefferies note argues China is best positioned for AI's mass market, even as semiconductor stocks wobble and big t...
Amazon Crushes Q2 Estimates, Raises AI Capex to $220 Billion as AWS Surges
EPS of $5.75 vs. $1.82 expected and AWS growth of 37% powered a blockbuster quarter. CEO Andy Jassy says even $220 billi...
AI Spending Under Microscope: Alphabet, Tesla, Intel Deliver the First Verdicts
Investors are no longer rewarding AI ambition with blind capital. As Alphabet, Tesla and Intel report, the market demand...
Amazon Jumps 9% After Hours on Strong Q2, AWS Growth; Capex Raised to $220bn
Amazon shares surged after Q2 revenue topped estimates and AWS growth accelerated to 37%. But free cash flow turned nega...
Amazon’s AI Bet Delivers a Blowout Q2 as AWS Growth Hits 18-Quarter High
Amazon’s Q2 net sales reached $200.6bn, operating income surged 43%, and AWS grew 37%—its fastest pace since 2021. The s...
Microsoft’s Azure Surges 43%, AI Capex Discipline Sends Stock Soaring
Microsoft’s cloud platform Azure posted its strongest growth in four years, while CFO Amy Hood signalled a more measured...
Meta Free Cash Flow Nears Zero as AI Capex Hits $31.1 Billion; Zuckerberg Teases Cloud Business
Meta's capital spending nearly doubled to $31.1B, eating almost all operating cash and leaving free cash flow at $784M. ...
'The Market Would Crash': Big Short Investor Steve Eisman Warns AI Capex Dependency Could Trigger a Nvidia-Led Selloff
Steve Eisman warns that the stock market's reliance on AI infrastructure spending is so extreme that any pullback by hyp...
US Corporate Cash-to-Value Ratio Drops to 20-Year Low as Capex Booms
U.S. corporate cash swelled in Q1 2026, yet aggressive reinvestment pushed the cash-to-enterprise value ratio to a two-d...