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Capital Expenditure

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Nebius Shifts to Asset‑Light Expansion as Investors Punish Stock

Investor concern centers on the company's growing financing gap as it scales through partner‑owned data centers.

Citi Forecasts $801 Billion in AI Capex for Alphabet, Meta and Amazon by 2027

Data‑Center Buildout Faces Spreading Bans, Federal Proposals and Security Threats

Big Tech Commits $600–$725 Billion to AI in 2026

GE Vernova Gas Turbines Sold Out as Hyperscalers Race for Firm Power

Boston Dynamics Commits $100 Million to Waltham Robotics and AI Center

Oracle’s $638 Billion Contract Backlog Fuels Aggressive $70B CapEx as Shares Fall

Vodafone Idea Wins Shareholder Approval for Rs 4,730 Crore Birla Investment

Vail Resorts Lowers Guidance After Q3 Miss Tied to Poor Winter Weather

TSMC Warns AI Chip Demand Will Outpace Supply for Years

Goldman Raises Hyperscaler AI Capex Forecast to $5.3 Trillion Through 2030

HIVE Posts Record $297.8M Revenue as It Shifts From Bitcoin Mining to AI Compute

VNET Group’s Wholesale Pivot Boosts Revenue and Adjusted EBITDA

JK Tyre Posts 80% Q4 Profit Jump and Approves Rs 4,980 Crore Capacity Push

ASX Shares Plunge as Exchange Raises Multi-Year Tech Spending

GAIL Q4 Profit Falls 38% as Qatar LNG Shortfalls Hit Margins

Agnico Eagle to Redevelop Nunavut’s Hope Bay Mine With $2.4 Billion Plan

TVS Motor Sets Rs 3,500 Crore FY27 Capex, Lifts Capacity by 1.5 Million Units

Vista Boosts Investment and Production Targets After Equinor Deal

Marathon Petroleum Ups Buybacks After Strong Quarter as MPLX Maps Growth