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Capital Expenditure

AI Infrastructure Technology Investment Expansion Plans Debt Financing Infrastructure Investment Future Projections Forecasting Operational Efficiency Expansion Projects AI Investment

Brookings Analysis Says U.S. AI Buildout Will Need $10.3 Trillion and Could Spread Financial Risk

Complex outside financing that hides who holds the loans could expose banks, insurers or pension funds to large losses if AI revenues fall short.

Amazon Plans 1,000 Same‑Day Hubs to Close Walmart's Proximity Gap

SpaceX Signs $1.11B Monthly AI Hosting Deal and Overhauls Data-Center Operations

CoreWeave’s Revenue and Backlog Soar as Interest Costs Climb

IREN Shifts From Bitcoin Mining to AI With $4 Billion of Contracted ARR and $25–30B Build Plan

Sasol Posts Strong FY2026 Earnings Recovery as Net Debt Falls

SpaceX and Tesla Begin On‑Site Work for $16.8 Billion Terafab in Texas

AERA Cuts Hyderabad Airport Fees and Limits Operator Recovery for 2026–31

Gland Pharma Posts Q1 Beat as Cenexi Recovery Boosts Margins

ASE Raises 2026 Capex to $10.5 Billion to Speed AI Chip Packaging Buildout

Alphabet Raises 2026 AI CapEx to $195–$205 Billion as Cloud Revenue Soars

Nebius Secures $775 Million Debt as It Shifts to Partner‑Led AI Cloud Growth

Vista Energy Scales Up in Vaca Muerta and Becomes Argentina’s Top Independent Crude Exporter

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

Tata Motors Passenger Vehicles Unveils FY31 Roadmap Targeting 1.2 Million Sales and 30% EVs

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