Mag 7 tech faces valuation pressure as AI CapEx reshapes returns. Click for what this may mean for the overall market and why ...

Applied Digital reported a strong Q3'26 on soaring revenues related to its ongoing data center buildout. Click here to read ...

Andy Jassy's 2026 shareholder letter reveals Amazon's Graviton, Trainium, and Nitro chips generate $20bn+ a year — and could ...

The most significant challenge with stocks in the artificial intelligence (AI) space involves capital expenditures (capex).

After a sharp decline in 2023, PV manufacturing capital expenditure is set to bounce back this year, and not just in China.

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# This example models a 1 gigawatt-electric (GW) Enhanced Geothermal System (EGS) designed to power a hyperscale data center. # Based on the techno-economic analysis by Project InnerSpace and Future ...

For many technology organizations, the dichotomy between capital expenditure (CapEx) and operating expenditure (OpEx) has traditionally been seen as an accounting distinction. However, the rapid ...

March 10 (Reuters) - Citigroup on Tuesday raised its global artificial intelligence capital expenditure and revenue forecasts for 2026-2030, citing faster enterprise demand and ‌adoption. Sign up here ...

During the earnings call on February 25, Nvidia said record capex plans by major cloud service providers reflect a structural shift toward monetizable AI workloads, with management arguing that ...

Nebius Group (NBIS) Q4 revenue hit $227.7M, surging 547% year-over-year on AI cloud demand. Nebius spent $4.1B on capex in 2025 and plans $16B to $20B for 2026. Nebius projects 2026 revenue of $3B to ...

Despite market concerns, the "Magnificent Seven" are moving full steam ahead with AI-related capital expenditures. Many of the large tech companies view AI as an arms race. However, the market is ...