AI Capex Fueling Strongest EM Earnings in Two Decades, MS Says
Four horsemen of the AI-pocalypse line up capex bigger than Israel's GDP
Big Tech Aims to Spend $650 Billion This Year on AI Capex
AI Capex Can't Drive Markets as Much Anymore: Goldman
TSMC 'very nervous' about AI bubble concerns despite another record-setting quarter, but assured of demand — CEO says careless investment 'would be a disaster for TSMC for sure,' company will invest $52-$56 billion in capex
How the Mag 7 Are Driving the Future of AI Capex
AI capex is so big that it's affecting economic statistics
Microsoft and Amazon Capex in Focus Amid Potential AI Pullback
Amazon to cough $75B on capex in 2024, more next year
Amazon to cough $75B on capex in 2024, more next year
Meta Investors Have Laser-Focus on Capex After Microsoft Letdown
Taiwan quake to hit chipmakers' capex, not chip supply
Adani Flagship Aims Big on Data Centers With $1.5 Billion Capex Planned
