8 stories tagged with #capex, in publish-time order across the WeSearch catalog. Tag pages update as new stories ingest.
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HACKER NEWS (AI / LLM)
Anthropic's S-1, $518B in cloud commitments, and circular AI capex
TECHMEME
Anthropic S-1: it spent just $482M on capex in H1 2026, leasing most of its compute, and its capex is almost entirely outsourced via $782B in lease obligations (Tim Culpan/Culpium)
TECHMEME
Alphabet, Amazon, and Microsoft are expected to report double-digit gains in revenue this week, as investors grow impatient with AI capex and seek returns (Bloomberg)
OPENAI NEWS (GNEWS)
OpenAI $30 Billion Funding, Tesla Capex Cut [2026] - tech-insider.org
OPENAI NEWS (GNEWS)
Consumer Tech (Oct 19-23): OpenAI Reportedly Seeks $30 Billion, Tesla Cuts 2026 Capex Forecast, Anthropic - Benzinga
TECHRADAR
32 TB RAM for your GPUs: Marvell shows revolutionary Photonic Fabric Memory Module that uses light to link up to 16 GPUs and slash CAPEX — but Nvidia won't stick around doing nothing
HACKER NEWS (AI / LLM)
Why Industrial AI Deals Stall at Capex
TECHMEME