Technology ❯ Artificial Intelligence ❯ AI Infrastructure

Capital Expenditure

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Meta’s Big AI Build Strains Cash and Pushes Company to Consider Renting Its Compute

Heavy spending has driven free cash flow sharply lower and forced Meta to test ways to turn unused data‑center capacity into revenue.

Oracle Stock Plunges as Credit Cut Raises Pressure on AI Data‑Center Build-Out

ASML Slides Over Past Month as TD Cowen Reaffirms Buy Rating and €1,500 Target

Meta Draws Fresh Buy Calls as AI Capex Plan Weighs and Talks Emerge to Boost Smart-Glasses Output