AI Capex

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Amazon’s Financial Moat: Launching Inaugural Swiss Franc Bonds to Fuel the Global AI Capex Race

Amazon’s Financial Moat: Launching Inaugural Swiss Franc Bonds to Fuel the Global AI Capex Race

Meta Q1 2026 Earnings: Record $56.31B Revenue Outpaced by AI Capex and User Concerns

Meta Q1 2026 Earnings: Record $56.31B Revenue Outpaced by AI Capex and User Concerns

Meta AI Capex 2026: Massive $145 Billion Investment Targeted for Infrastructure Build-out

Meta AI Capex 2026: Massive $145 Billion Investment Targeted for Infrastructure Build-out

Meta and Microsoft Cut 23,000 Jobs to Fuel $135B AI Spending Surge: The Great Human-to-Compute Reallocation

Meta and Microsoft Cut 23,000 Jobs to Fuel $135B AI Spending Surge: The Great Human-to-Compute Reallocation

Microsoft’s $80B AI CAPEX Surge and the Historic ‘Rule of 70’ Workforce Restructuring

Microsoft’s $80B AI CAPEX Surge and the Historic ‘Rule of 70’ Workforce Restructuring