2025-12-23
Financial Times
5 related
Sources: ByteDance has made preliminary plans to spend ~$23B in AI capex in 2026, up from ~$20B in 2025, and has budgeted ~$12B for AI processors
Financial Times :
2025-11-07
Bloomberg
23 related
Sam Altman says OpenAI doesn't want government guarantees for data centers and expects to fund investments with revenues hitting “hundreds of billions by 2030”
company continues to lobby for financial support from the industry Victor Tangermann / Futurism : Trump Admin Says It's Not Bailing Out the AI Industry Regardless of How Hard It Crashes Arsheeya Bajwa...
2025-09-17
Bloomberg
2 related
Alibaba, Tencent, and Baidu have raised $5B+ via bonds in September for AI and digital infrastructure; combined with JD.com, their 2025 AI capex could top $32B
Bloomberg :
2025-01-25
Reuters
31 related
Mark Zuckerberg says Meta is planning to invest $60B to $65B in capex in 2025, will end the year with 1.3M+ GPUs, and plans to grow its AI teams “significantly”
Market: WE LOVE AI, DO AI THING — META: Sure thing, ploughing $40bn into capex this year — Market: wait not like that — First time we've seen a negative market reaction to the reality of AI unit...
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