Memory crunch: Cloud operators may be pushed to splurge 68% of capex on DRAM and NAND
Funding $1 Trillion AI Capex to Keep Bonds Volatile, Robeco Says
Redpoint’s Brescia on Nvidia’s $500B Funding, AI Capex
Capex Is Only Way to Musk’s AI Vision for SpaceX, Says Dan Ives
Cloud giants pour nearly $600B into capex as AI demand surges
Amazon hikes 2026 capex to $220 billion due to higher memory costs
Google goes cash flow negative for the first time as AI data center buildout increases capex to a staggering $44.9 billion in a single quarter — CFO warns that capex will increase in 2027 as company banks big on TPUs
Google increases 2026 capex to $195-205bn as it accelerates AI data center buildout
TSMC commits another $100 billion to Arizona for at least four more 2nm fabs — 2026 capex could hit $64 billion following another record quarterly earnings
Stretched Tech Valuations Raise Questions on Capex, BofA Says
ByteDance Weighs Capex of as Much as $70 Billion in AI Push
Angry TSMC employees considering strikes, unionization over employee bonuses, report claims — company reportedly considering 15% payout cut to fund capex despite record revenues fuelled by AI surge
Google touts its tokenmaxxing and capex spending amid AI orgy
AI, Capex in Focus as Big Tech Earnings Begin
Tesla just increased its spending plan to $25B — here’s where the money is going
TSMC ups revenue guidance and CapEx, buoyed by 'multiyear AI megatrend'
Goldman Embraces ‘Picks and Shovels’ of AI With More Capex Ahead
Goldman's Dane Likes Semis, AI Building Blocks on Capex
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
