#capex

Microsoft Made $32 Billion in 90 Days. It Still Wants 8,750 Workers to Leave.

Microsoft's CFO Amy Hood spent part of last Wednesday's earnings call walking analysts through a $900 million one-time charge that has nothing to do with chips, real estate, or a failed product. It is...

Google Cloud Just Tripled Its Margin. Microsoft, Meta and Amazon Are Doing AI Wrong.

Google Cloud's operating margin a year ago was 9.4 percent. Last quarter it was 32.9 percent. That is the single most important number in the AI economy this week, and it is the reason Microsoft, Meta...

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The investment cycle around artificial intelligence is gaining momentum and is shifting into a new phase of heavy spending on energy infrastructure, analyst Braňo Soták warns. He also released three n...

Big Tech disclosed large capital expenditure plans—Alphabet and Amazon alone plan nearly $400bn of investment this year. The initial market reaction was negative during earnings season, with hyperscal...

Amazon’s earnings pleased on the operating level, but the headline that moved markets was a record CapEx commitment of $200 billion. The company’s operating results earned some positive reaction, yet...

Meta convinced investors that its large capital expenditures were justified, sending the company's shares up about 9% on Jan. 29, 2026, commentator Braňo Soták noted. The market reaction shows that wh...

Oracle accelerated its AI-capacity buildout in the most recent quarter but fell slightly short on revenue expectations, and investors reacted negatively to a rise in capital expenditures, the company...

Hyperscaler capital expenditure remains massive: market estimates for hyperscaler capex next year have risen from about $300bn to ~$450bn and now exceed $500bn, suggesting continued heavy investment i...

US EV/Semi capex 2020-2022. Even if you chop off 10% to inflation, growth is staggering. Reshoring... #Biden #Semi #capex