Tag
capital expenditure
8 articles
Tencent's AI Costs Halve Q1 Profit Growth With Capital Burn Rising in H2
Non-IFRS operating profit grew 9 percent in Q1 2026, half the rate it would have posted without AI investment, as capex is set to rise further.
Hyperscalers' $1.32 Trillion AI Capex Bet: Who Wins, Who's Left Behind
Global AI server shipments are forecast to grow 31 percent in 2025, with nine North American cloud providers on track to spend $1.32 trillion on infrastructure by 2027.
Microsoft's $35 Billion AI Spend Gives Cloud Margin Bears an Answer
The tech giant detailed its fiscal 2027 capital expenditure plan for AI infrastructure, easing investor concerns about profitability and lifting its stock.
Microsoft's $15B AI Infrastructure Bet: Three Numbers That Define the Return Case
A detailed capital expenditure outlook tied AI spending directly to Azure margin targets, easing investor concern about returns on the company's infrastructure push.
Alphabet Raises AI Capex as Investors Push Hyperscalers on Returns
Alphabet and Meta are deepening AI infrastructure spending, forcing investors to weigh hundreds of billions in capital outlays against cloud revenue that has yet to materialize at scale.
Wolfspeed's $6.5 Billion SiC Bet: Profitability Remains Distant
The silicon carbide leader grapples with extensive capital outlays and delayed production, raising investor questions about its long-term financial viability
Tesla's $25 Billion Capex Surge: Scaling AI, Robotics, and Global Manufacturing Dominance
Tesla's aggressive capital expenditure increase to $25 billion signals a profound commitment to expanding its manufacturing footprint, accelerating AI development, and cementing a leading position across multiple high-growth technology sectors.
Google's $185 Billion AI Investment Signals Structural Shift to Agentic Era, Intensifying Energy
Google's unprecedented capital expenditure commitment to artificial intelligence infrastructure underscores a profound, permanent shift in global technology and energy markets.