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Nvidia CEO Jensen Huang stated at a Goldman Sachs conference that AI-native startups spend roughly two-thirds of raised capital on compute power. With $400 billion in recent venture funding flowing i…
SpaceX reports first Q2 earnings as a public company amid stock decline and upcoming lockup expiration. Analysts flag ballooning capex/debt projections, raising sector-wide concerns about AI infrastr…
SpaceX faces a critical earnings test amidst heavy AI spending, post-IPO selling pressure, and valuation concerns similar to Tesla. While Cantor Fitzgerald remains bullish with a 127% upside target, …
Amazon is aggressively scaling its AI infrastructure with a massive $200 billion capital expenditure for 2026, fueled by surging AWS demand. Meanwhile, Alphabet increases its spending up to $190 bill…
Alphabet plans to spend $670 billion on AI and data infrastructure by 2026, impacting free cash flow and partnering on energy cost protections for AI data centers.
Amazon commits nearly €34 billion to expand cloud and AI infrastructure in Spain, signaling strong growth ambitions and investment in European data centers through 2035.
Alphabet reported stronger-than-expected Q4 profits and detailed an impressive $175-185 billion 2026 capital plan focused on AI and data centers, driving significant growth in Google Cloud and core s…
Alphabet (GOOGL) gains investor confidence with its Gemini 3 AI model fueling growth and strong cloud revenue, despite increased capital expenditures, positioning it as a leader against OpenAI and bo…
Meta plans a massive $135 billion AI investment in 2025, nearly tripling its 2024 spending, raising concerns over capital-heavy AI development amid uncertain returns.
Nvidia received China approval to sell $10 billion of H200 AI chips to Alibaba and Tencent, boosting chip stocks amid strong sector earnings ahead of Nvidia's upcoming report.
Meta's strong EPS growth, supported by share buybacks and generative AI, drives optimism despite intense digital ad market competition and accelerating AI-driven capital expenditures industry-wide.
CoreWeave agreed to provide Meta with $14 billion of AI computing infrastructure and access to Nvidia's GB300 systems, lifting CoreWeave shares and underscoring strong demand for large-scale AI capac…
Microsoft pledged tens of billions for UK data centres as part of a broader $200B-plus US investment boost announced during the US president's visit, aimed at jobs and long-term tech spending in Brit…
Alphabet's Google will invest £5 billion in the U.K. over two years to expand AI infrastructure, data centers, R&D and training, adding thousands of jobs and boosting Google Cloud amid broader Europe…
Nvidia agreed to pay 15% of China sales for export licenses, facing Beijing pushback and suspended H20 production; margins may be squeezed, but Q2/Q3 revenue is forecast to grow roughly 50% driven by…