21 stories tagged with #capital-expenditure, in publish-time order across the WeSearch catalog. Tag pages update as new stories ingest.
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Skyrocketing component prices push Big Tech capex to record $725 billion — Microsoft alone attributes $25 billion of AI budget to increased memory and chip costs
Meta cited the same pressure, raising its spending forecast by $10 billion. Google Cloud grew 63%.…
Mark Zuckerberg says Meta is cutting 8,000 jobs to pay for AI infrastructure — insatiable compute demand means the company can't rule out further headcount reductions
Meta spent $72.2 billion on capex in all of 2025. The midpoint of its new 2026 guidance would nearly double that figure in a single year.…
Meta wants to spend more even after it lost $80 billion on the Metaverse and over 20 million users
Meta increased its capital spending by $10 billion because it “continued to underestimate,” its compute needs, said its CFO.…
AI boom: Big Tech capital expenditures now seen topping $1 trillion in 2027
The overall cost has been causing heads to spin, but analysts say they're seeing flowthrough from investments to revenue.…
Meta: I'm Pounding The Table On This Misunderstood Opportunity
Meta Platforms, Inc. Q1: 33%+ revenue growth, 40%+ margins, and AI-driven ad strength—yet shares dipped on minor CapEx. Click for this META stock update.…
'It’s very unusual for business to grow this fast': Even Amazon CEO Andy Jassy is surprised at AWS cloud success — and AI domination is next
AWS just had its best growth rate in 15 quarters, and at 28%, it's propping up total Amazon revenue by quite a margin.…
Alphabet pops, Meta tanks as each company raises capex spend
Both Alphabet and Meta said they expect their capex to continue growing this year, but investors sent Alphabet's shares up, while Meta's stock slid.…
Meta's AI bill keeps growing as spending forecast jumps to $145 billion
CEO Mark Zuckerberg said most of Meta's spending increase was due to higher component costs and additional data center costs to "support future-year capacity."…
IREN Limited: The Moat Has Shifted, Its No Longer A Mining Story
IREN Limited (IREN) has evolved from a low-cost Bitcoin miner to a first-tier AI cloud infrastructure provider, anchored by a $9.7B Microsoft contract.…
A Tale Of Four Tech Giants
Wall Street Breakfast recap: Big Tech earnings (Alphabet, Amazon, Microsoft, Meta), AI capex, Apple outlook, and market movers.…
Infrastructure Spend in the AI Era
At a recent industry event, conversation turned – as it always seems to these days – to the economics of the AI buildout. It’s no secret that the AI race has involved massive and e…
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.…