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Cloud hyperscalers Alphabet and Amazon reported surging growth driven by AI infrastructure demand. Google Cloud grew 82% YoY with a $460 billion backlog, while AWS surged 37% with a $496 billion back…
Alphabet is raising $84.75 billion through an upsized equity offering to aggressively scale its AI infrastructure. With capital expenditures projected to reach up to $190 billion, the company is doub…
Microsoft is aggressively expanding AI infrastructure, with planned 2026 capital expenditures reaching $190 billion. This massive investment aims to solidify Azure's market position and meet surging …
Nvidia leads Magnificent Seven earnings with exceptional AI-driven growth, while Alphabet impresses with cloud expansion. Big Tech bond issuance surges to $134B to fund AI infrastructure investments,…
Google announced a new Michigan AI data center backed by 2.7 GW of clean energy, signaling strong growth in AI infrastructure investment amid rising industry costs and competition.
Big tech companies, including Meta, Microsoft, Alphabet, and Amazon, face investor challenges due to inconsistent depreciation reporting amid massive capital expenditures, complicating earnings analy…
Amazon plans to boost 2026 capital expenditures to $200 billion, focusing on AI infrastructure and expanding e-commerce operations amid strong enterprise demand and capacity constraints.
Alphabet's doubled AI capital expenditure boosts Broadcom and Nvidia stocks, driven by in-house TPU development and expanded AI infrastructure investment. Nvidia gains from ongoing chip use alongside…
Tesla plans a $2 billion investment in xAI and maintains Cybercab robotaxi production on track, beating Q4 revenue estimates despite lower vehicle deliveries. Analyst opinions vary from cautious opti…
AI-driven data center expansion drives record capex for Microsoft, Alphabet, Amazon, and Meta, with increasing focus on sustainable energy solutions due to rising power demands and environmental chal…
Meta is in early talks to acquire Rivos, an AI‑data‑center chip startup, signaling a push to build in‑house processors and reduce reliance on Nvidia amid rising AI competition and heavy 2025 capex pl…
Nvidia plans up to $100B investment in OpenAI and $5B into Intel amid a surge in AI infrastructure deals, while rivals and cloud providers sign multibillion-dollar GPU and cloud contracts.
Microsoft will build a second AI data center in Wisconsin, pushing state investment past $7B; the sites will host an AI supercomputer using hundreds of thousands of Nvidia chips, open next year with …
Nvidia reported $46.7B revenue, up 56% and $41.1B in data center sales, narrowly missing some analyst expectations as CEO Jensen Huang flagged accelerating AI spending while China trade tensions pers…