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Barclays forecasts Tesla's capex rising above prior guidance driving growth potential, but merger talks with SpaceX raise dilution concerns, creating mixed near-term sentiments.
Microsoft is investing $80–100 billion to expand capacity, leveraging AI as a growth driver despite short-term investor concerns about returns on these expenditures.
Microsoft commits to a major AI data center powered by Nscale and Nvidia, planning a large-scale GPU deployment by 2027 to boost its computing capacity significantly.
Tesla shares rose as Elon Musk announced imminent plans for in-house semiconductor manufacturing to reduce reliance on external chip suppliers amid growing demand and anticipated capital investments.
Tesla plans a costly new chip fabrication plant (Terafab) to address supply shortages and boost AI chip production, risking prolonged high capital expenditures and potential negative cash flow starti…
Meta signed a $27 billion, five-year deal with Nebius for AI infrastructure capacity, involving Nvidia's next-gen platform, prompting Nebius stock to surge premarket.
Meta Platforms secured a $27 billion five-year deal with Nebius to enhance AI capabilities, boosting Nebius stock over 14% and signaling long-term growth. The partnership starts in 2027, supporting M…
Meta agreed to a $27 billion, five-year deal with Nebius for AI infrastructure capacity, leveraging Nvidia's new AI platform, to be delivered starting early next year.
Meta Platforms secures a $12 billion five-year AI computing contract with Nebius, with potential expansion up to $27 billion, leveraging Nvidia-based cloud infrastructure to boost its AI capabilities.
Amazon raised $36.81 billion via senior notes to fund $200 billion in capital expenditures, mainly expanding AWS data centers after its Q4 results.
Amazon raised $36.81 billion through senior notes to fund $200 billion capital expenditures this year, focusing on expanding AWS and data centers after strong Q4 results.
Microsoft is advancing talks to lease significant capacity at the Stargate data center, a major AI infrastructure project, reflecting strong demand for AI computing power alongside Meta and others.
NVIDIA invests $2 billion in Nebius Group to accelerate AI cloud infrastructure development with advanced GPUs and CPUs, aiming for hyperscale AI services by 2030.
Tech giants Microsoft and Amazon are fueling a $600 billion AI infrastructure buildout by 2027, boosting demand in memory, energy, and data center sectors amid soaring AI CAPEX spending.
Amazon reported record Q4 2025 revenues and strong AWS growth but faces near-term cash flow pressure due to heavy investments and high valuation, suggesting investors hold existing positions and wait…
Amazon targets $37-$42 billion in bond sales to fund AI infrastructure, reflecting strong investor demand amid tech sector capital expansions.
TSMC’s strong revenue growth reflects robust AI infrastructure demand benefiting Nvidia. Despite geopolitical tensions, major tech firms continue large-scale AI investments, though uncertainty remain…
Meta Platforms expands AI infrastructure by leasing chips from Google, AMD, and Nvidia, strengthening its position in AI hardware competition.
Amazon leads a $110 billion funding round for OpenAI, committing $50 billion and extending its partnership with OpenAI, emphasizing AWS's exclusive cloud role and Nvidia's critical chip support for A…
Amazon plans to invest an additional 18 billion euros in Spain to expand data centers and AI capabilities, supporting up to 30,000 jobs by 2035 and strengthening its position in Europe's AI infrastru…