This year's projected capex ramp-up will all but wipe out free cash flow for Amazon, Google, and Meta, potentially forcing stock buyback cuts or more borrowing
Big tech's dramatic ramp-up in projected capital expenditures this year will all but wipe out free cash flow for Amazon, Google and Meta Platforms.
Nvidia stock closes up 7.92% after Jensen Huang said the tech industry's surging capex for AI infrastructure is justified, appropriate, and sustainable
The tech industry's surging capital expenditures for AI infrastructure are justified, appropriate and sustainable, Nvidia CEO Jensen Huang said Friday on CNBC's “Halftime Report.”
Alphabet, Amazon, Meta, and Microsoft forecast a combined ~$650B in 2026 capital expenditures, an estimated 60% YoY increase, driven by data center construction
Four of the biggest US technology companies together have forecast capital expenditures that will reach about $650 billion in 2026 …
Microsoft says its Q2 capital expenditures rose 66% YoY to $37.5B, exceeding analyst estimates for $36.2B; MSFT drops 10%+
Matt Day /Bloomberg:
Microsoft says capital expenditures for Q2 hit $37.5B, exceeding analyst estimates for $36.2B; MSFT drops 4%+ after hours
Matt Day /Bloomberg:
A look at the global AI data center buildout, its limits, and ROI concerns; in 2025, US capacity that is built, underway, planned, or stalled has topped 80 GW
Record capital expenditures and data-center planning run up against the ground truths of physical infrastructure Bluesky: @mims , @justinhendrix , @carlquintanilla , and @jessefelder . Forums: r/techn...
A look at the global AI data center buildout, its limits, and ROI concerns; in 2025, US capacity that is built, underway, planned, or stalled has topped 80 GW
Record capital expenditures and data-center planning run up against the ground truths of physical infrastructure
Amazon raises its forecast for capital expenditures to $125B in 2025, up from its earlier estimate of $118B, and says that number will likely increase in 2026
Amazon shares jumped more than 13% in extended trading Thursday after the company posted third-quarter earnings that exceeded expectations …
A look at Texas Instruments' new 300mm wafer fab in Sherman, Texas, a part of its $60B US investment megaproject where some chips for iPhones will be made
Not gonna lie ... the last 8 months have been grueling. … Bluesky: Adam Levine / @notthatadamlevine : Texas Instruments has spent $52 billion in capital expenditures IN THE LAST 45 YEARS. This would ...
At a White House event, Apple commits to spending another $100B on US manufacturing and aims to bring more of its supply chain to the US to avoid iPhone tariffs
Made In USA iPhone Still Off The Table Snaggy / The Joy of Tech : The Joy of Tech comic... Tim and Trump! MarketWatch : Dow Jones Top Markets Headlines at 11 PM ET: U.S. Trading Partners Race to Secur...