10 stories tagged with #capital-expenditure, in publish-time order across the WeSearch catalog. Tag pages update as new stories ingest.
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Microsoft lifts 2026 AI spend by $25B to cover component price rises
: Will write checks for $190 billion and even those megabucks may not satisfy demand…
Microsoft lifts 2026 AI spend by $25 billion to cover component price rises
Will write checks for $190 billion and even those megabucks may not satisfy demand If you've felt the sting of surging hardware prices, Microsoft can sympathize because the company…
Amazon’s cloud business is surging — and so is its capital spending
The e-commerce giant is making more money than expected from AWS but it's also spending a lot, and will continue to do so in the near term, its chief executive said.…
AI spending sets a record, with no end in sight
Increasingly, only the planet’s wealthiest companies have the money to lead this race. Read more at straitstimes.com. Read more at straitstimes.com.…
Meta just bumped its 2026 capex forecast up to as much as $145 billion for the AI boom—and investors flinched
CEO Mark Zuckerberg is planning to spend more on infrastructure in 2026 than Meta did in all of 2024 and 2025. Meta's stock fell 6% in after-hours trading.…
A.I. Spending Sets a Record, With No End in Sight
Google, Amazon, Microsoft and Meta reported more than $130 billion in quarterly capital expenditures on Wednesday as they build A.I. data centers. There’s more to come.…
Alphabet ups 2026 capex to as much as $190 billion, expects to 'significantly increase' in 2027
Alphabet reported first-quarter earnings, posting booming cloud revenue and upping its full-year capex spend to as much as $190 billion.…
Meta's Earnings Paradox: A Brilliant Quarter The Market Chose To Punish
Meta Platforms, Inc.’s Q1 beat highlights AI ad monetization and 34–35% margins, but 2026 capex hike hit shares. Click for this updated look at META post earnings.…
Mark Zuckerberg’s AI ambitions back in the spotlight as Meta execs begin ‘moonshot’ mission for $9.5 trillion valuation and massive payouts
The deepest tranche of options won’t fully pay off unless Meta becomes nearly twice the size of Nvidia.…
Big Tech Earnings Preview: The AI Supercycle Meets Reality
Big Tech earnings week: Microsoft, Alphabet, Amazon, Meta & Apple face AI growth and capex scrutiny. Click for more on MSFT, GOOGL, AAPL, AMZN, META, and AAPL.…