https://fortune.com/article/meta-q1-earnings-revenue-profit-beat-ai-capex-raise/?ref=wheresyoured.at
May 1, 2025 - The social media company cited its aggressive AI goals and rising hardware costs for its decision to raise capex spending by billions of dollars from the range...
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https://paulkedrosky.com/honey-ai-capex-ate-the-economy/
AI capex is so big that it's affecting economic statistics, boosting the economy, and beginning to approach the railroad boom
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https://iot-analytics.com/data-center-infrastructure-market/
Nov 12, 2025 - Data Center infrastructure market: AI-driven CapEx pushing IT and facility equipment spending toward $1 trillion by 2030
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https://www.computable.nl/2025/11/27/kort-zorg-ict-beweegt-van-capex-naar-opex-nederlandse-ai-startups-halen-geld-op-franse-llmaas-en-meer/
Nov 27, 2025 - In dit nieuwsoverzicht: Llmaas door Dassault Systèmes en Mistral AI, invloed sociale media op verkiezingen alleen te meten met hulp van die sociale media,...
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https://www.businesstimes.com.sg/wealth/wealth-investing/ai-capex-endgame-approaching?ref=article-see-also
The rapid building of excess capacity both extends bubbles and ultimately bursts them
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https://www.devdiscourse.com/article/technology/3795592-wall-street-shock-tech-giants-face-ai-capex-setback
Wall Street experienced a significant downturn, driven by tech giants like Microsoft and Amazon as Alphabet announced major AI investments. The news sparked...
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https://www.spglobal.com/market-intelligence/en/news-insights/research/2026/01/microsoft-and-meta-earnings-preview1
Dive into a review of Visible Alpha's expectations as big tech companies Microsoft and Meta prepare to report earnings on Jan. 28.
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https://www.ainvest.com/news/alphabet-ai-capex-surge-growth-investor-view-market-capture-2602/
Alphabet's AI Capex Surge: A Growth Investor's View on Market Capture
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https://www.marketscreener.com/news/tsmc-s-blockbuster-capex-plans-results-herald-continued-ai-boom-update-ce7e58d9dc8ef52c
By Yang Jie and Sherry Qin Taiwan Semiconductor Manufacturing Co. plans to spend a record of up to $56 billion this year to feed the world's insatiable...
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https://thetechcapital.com/q225-state-of-the-union-12-global-ceos-on-ai-capex-and-the-next-wave-of-cloud-growth/
Sep 4, 2025 - Gain perspective on the industry shifts from tech CEOs. Uncover their thoughts on AI demand and digital innovation.
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