Capital Expenditure

Investment Strategies Investment Tech Industry Investment Plans Forecasting Technology Sector AI Investment Parks Business Financial Analysis Market Dynamics

3 ARTICLES

last wk.

Deliverable Power Is the New Bottleneck for AI Data Centers

Delays in connection, transmission, permits, equipment supply push operators toward on-site gas, batteries or nuclear offtakes to secure reliable electricity.

4 ARTICLES

last wk.

Nebius Posts Explosive Q1 Growth and Boosts Capex as Compute Market Stirs Volatility

3 ARTICLES

last mo.

Meta Raises 2026 AI Spend to $125–$145 Billion and Cuts Thousands of Jobs

3 ARTICLES

last mo.

Alphabet Makes Gemini 3.5 Flash the Default in Search as It Bets Heavily on AI

3 ARTICLES

8mo ago

S&P Economist: Global Narrative Turns to Capex Upside as Tariff Damage Proves Smaller

8 ARTICLES

9mo ago

ASML Delivers Strong Q3 on Robust EUV Orders, Sets Q4 Outlook, Flags 2026 China Slide

3 ARTICLES

10mo ago

Capital Expenditure

Deliverable Power Is the New Bottleneck for AI Data Centers

Nebius Posts Explosive Q1 Growth and Boosts Capex as Compute Market Stirs Volatility

Meta Raises 2026 AI Spend to $125–$145 Billion and Cuts Thousands of Jobs

Alphabet Makes Gemini 3.5 Flash the Default in Search as It Bets Heavily on AI

S&P Economist: Global Narrative Turns to Capex Upside as Tariff Damage Proves Smaller

ASML Delivers Strong Q3 on Robust EUV Orders, Sets Q4 Outlook, Flags 2026 China Slide

Oil India, Hindustan Copper Sign Pact to Explore Critical Minerals

Foxconn Takes 10% Stake in TECO to Build End-to-End AI Data Center Platform

Full Report Due as Eight UK Substation Fires Expose Infrastructure Risks

Microsoft CEO Warns of AI Overhype and Potential Investment Bubble

Samsung Reports Improved Quarterly Profit as Chip Losses Decrease, Expects DRAM Demand Rise in 2024 Due to Increased On-Device AI Functions