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#capex

The latest AI and developer news about #capex, with the original source and a short summary.

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Concrete, Silicon, and Leverage (4-minute read)

·2026.09.04 09:00

No One Is Seriously Talking About AI Demand (12 min)

·2026.09.02 09:00

OpenAI and Anthropic Projected to Account for 40–50% of Global AI Compute Growth Next Year

·2026.08.26 09:00

TSMC Accelerates Arizona Fab Expansion to Capture the AI 'Mega Trend'

·2026.07.23 09:00

Alphabet Plans $80 Billion Stock Issuance to Expand AI Infrastructure

·2026.06.02 09:00

Memory's Share of AI Chip Component Costs Rises to About Two-Thirds

·2026.05.25 01:00

xAI Discloses $6.4 Billion Loss

·2026.05.22 02:00

AI Devours the World (Spring 2026) [pdf]

·2026.05.18 21:00

Big Tech Earnings Week: The Market's New Standard for Big Tech — 'CapEx ≥ Revenue Visibility'

·2026.05.02 01:00

Data Center Investment Surpasses America's All-Time Megaproject Spending in Just 6 Years

·2026.04.19 06:00

AI Data Center Spending Overtakes Megaprojects

·2026.04.18 15:00

3-Year GPUs

·2026.04.16 01:00

#capex | AI Briefing