Nvidia’s Jensen Huang says $660 billion capex buildout is sustainable
The tech industry’s surging capital expenditures for AI infrastructure are justified, appropriate and sustainable, Nvidia CEO Jensen Huang said Friday…
Tag: capex
Amazon Falls on Capex Concerns, Bitcoin Traders Buy Dip, More
Source: Bloomberg, 5:55 www.bloomberg.com #Amazon #Falls #Capex #Concerns #Bitcoin #Traders #Buy #Dip
Tech's $650B CapEx Spend, SocGen Unveils €1.5B Buyback, More
Source: Bloomberg, 5:30 www.bloomberg.com #Tech039s #650B #CapEx #Spend #SocGen #Unveils #1.5B #Buyback
Amazon and Google are winning the AI capex race — but what’s the prize?
Sometimes, it can seem like the AI industry is racing to see who can spend the most money on data…
Alphabet Lifts 2026 Capex Outlook Well Above Estimates
Alphabet topped projections for quarterly revenue and outlined an ambitious capital spending plan, far surpassing predictions, leveraging its growth to…
Amazon to report Q4 earnings with capex, AI growth in focus
Cloud giant Amazon (AMZN) will report its fourth quarter earnings after the bell on Thursday as questions about overspending and…
AI Capex Can't Drive Markets as Much Anymore: Goldman
Christian Mueller-Glissmann, Goldman Sachs’ asset allocation research head, says the market has traded artificial intelligence in a “relatively evidence-based” manner.…
Analysts Bullish on Lam Research Corporation (LRCX) as Semiconductor Capex and Memory Investments Rise
We recently compiled a list of the 10 Best Investments During A Recession. The fourth stock on our list of…
Morgan Stanley Names Seagate (STX) Core 2026 Selection as Cloud Capex Spending Gains Momentum
Seagate Technology Holdings (NASDAQ:STX) is one of the best performing S&P 500 stocks in 2025. On December 17, Morgan Stanley…
HSBC's Sels on AI, Capex Cycle
Willem Sels from HSBC discusses artificial intelligence and the capex cycle. “Investment is going to the delta, so the growth…