Big Tech Will Spend $650 Billion on AI This Year. Bridgewater Says the Boom Just Got Dangerous.
awesomeagents.ai/news/big-tech-650b-ai-ca...
#AiInfrastructure #Capex #Bridgewater
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#CapEx
Posts tagged #CapEx on Bluesky
Stock has shot to the top of Wells Fargo’s IT hardware selections... #DELL $DELL #AI #USshares #UKinvestors #NYSE #Cloud #IT #Infrastructure #Capex #Servers #SpaceX #xAI #CRVW
sharesify.com/why-dell-is-...
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US business capital expenditure – K-shaped economy
The shows #technology -related #capex ( #software & #computing ) rising nearly 25%Y - All other business investment in the US has now fallen for 5 consecutive quarters, chart @ING_Economics
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Amazon se hunde tras enorme gasto en IA y alarma mercados #Amazon #AmazonWebServices #AWS #InteligenciaArtificial #IA #BigTech #Bolsa #WallStreet #Resultados #Capex #Tecnología #Economía #Mercados #20defebrero #felizviernes donporque.com/amazon-se-hu...
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#AI high tech #capex
#RoI is drifting lower, trailing 12-month net operation profit after tax relative to total invested capital, chart #MorganStanley
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“It’s not hard to imagine a burgeoning tension in which #investors begin to question the return on each new #GPU rack or #datacenter, versus the old “winner-takes-all” thinking that has been used so far to justify ever-higher #spending.” #AI #capex #shaleoil
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Chart showing quarterly capital expenditures from 2014 to 2026. Amazon has grown to $40B, Microsoft to $30B, Alphabet (Google) to $28B, Meta (Facebook) to $22B; Apple is at about $3B, roughly where all the companies started. Chart title: "Apple on Cape: 'Nah, we're good'"
0.005 Seconds (3/694) (@seconds_0): "when the music stops apple will be either be regarded as the smartest (ai is now a commodity, buy the milk not the cow save 10 trillion, pick the winner) or the dumbest (they sat out the most important technological race in […]
[Original post on cosocial.ca]
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If AI were living up to its hype, it would be benefiting the ENTIRE ECONOMY. IT ISN'T. AI was always more hype than substance. Now the market will figure it out.He’s not wrong!🎯#Capex #AI #Memory #MAG7 https://t.co/DUe36W2mHO — Samantha LaDuc (@SamanthaLaDuc) February 13, 2026 If AI were living up
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With capex growth massively outstripping sales growth in AI-focused tech companies, they appear to be shifting from an asset-light business model to a more capital-intensive one.
#AI #TechCompanies #Capex #BusinessModels
www.ft.com/content/d503...
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Further to yesterday’s post:
This Bloomberg chart highlights how the bond market has been widening risk spreads for the tech sector.
#economy #markets #bonds #tech #AI #capex
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How Capex Ramp Up Will Squeeze Google, Amazon, Meta #Technology #Business #IndustryGiants #Capex #TechIndustry #GoogleAmazonMeta
www.theinformation.com/articles/capex-ramp-will...
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#Apple was the only #BigTech company to see #capex decline YoY in Q4, dropping 17% to $2.4B. While peers like Google ($175-185B) and Amazon ($200B) plan to spend $660B combined in 2026, Apple forecasts just $14B for 2026. Apple's #assetlight #AIstrategy (outsourcing to Google and OpenAI) has become…
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Investors react as expected given push back against lavish AI investment, stock plunging -11% in savage after‑hours trading... #AMZN #UKInvestors #NASDAQ #GOOG #MSFT #META #TSLA #ORCL #Anthropic #AI #Capex #USstocks
sharesify.com/amazons-200-...
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Google suscite le doute avec ses perspectives d’investissements en IA
=> Il perdait 4% en Bourse hier, avec un #capex qui flambe à 185 Mds$ cette année après 92 milliards en 2025. #IA
www.agefi.fr/news/entrepr...
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Capital expenditures are reaching unheard-of levels. Executives confirmed that building the infrastructure for the next generation of AI models is their top priority right now.
#Infrastructure
#CapEx
#FutureTech
#Business
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¿Por qué Amazon cae pese al récord de AWS y la IA? #Amazon #AMZN #AWS #InteligenciaArtificial #IA #WallStreet #Cloud #Resultados #Bolsa #BigTech #AndyJassy #Capex #Trainium2 #5defebrero #felizjueves donporque.com/por-que-amaz...
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Tesla’s $20 BILLION AI BET: From EV Maker to Robot Empire?
www.youtube.com/shorts/LsLE-...
#Tesla, #TSLA, #ElonMusk, #TeslaAI, #Robotaxis, #OptimusRobot, #TeslaSemi, #AIInvestment, #Capex, #Robotics, #EVs, #xAI, #TechNews, #StockMarket, #Shorts
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Perché Microsoft crolla in Borsa nonostante l’IA? #Microsoft #Azure #Cloud #IntelligenzaArtificiale #IA #Borsa #WallStreet #OpenAI #DataCenter #Capex #Tech #Finanza #Mercati #Earnings #BigTech domandalo.com/perche-micro...
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#AI is pushing #datacenters to new density limits and #cooling is now a performance-driven service, not just #capex. On the latest DCF Show #podcast, Matt Vincent talks #CaaS, #water, and uptime with Michael M. Obradovitch II of #Ecolab.
#hyperscale #cloud
www.datacenterfrontier.com/podcasts/pod...
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#capex
The 7 biggest tech companies now account for more than 30% of the S&P 500’s market capitalization and roughly one quarter of the index’s earnings, chart #GoldmanSachs
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🔴 The CAPEX Breakdown: LED lighting (up to 40% of cost), racking, climate control, automation. Initial investment for a 100m² productive farm starts at ~$15k. The key is modular, scalable design from day one.
vir.group/blog/uk/fina...
#CAPEX #Investment #Hardware
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A market ripe for investment. Ukraine's vertical farming sector offers a compelling proposition: lower CAPEX, growing demand, and a chance to build a foundational food security technology from the ground up.
#Investment #FoodSecurity #CAPEX
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From an investment perspective, so far, the sheer scale of #AI -related #capex has primarily supported stocks exposed to the infrastructure build-out, chart #GoldmanSachs
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Everyone cheers hyperscaler capex as a growth engine, but misses the turn: ’25 was the peak positive impulse; by ’26, higher spend becomes a drag at the margin. Flow matters more than stock. #AI #Capex #Growth #Macro #Markets
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HVAC Decision Intelligence: Why HVAC decisions fail — and how to fix them with data-driven strategies and smarter analytics. Read more 👇
hvac-blog.cfn-hvac.com/2026/01/hvac...
#HVAC #DecisionIntelligence #DataDriven #Engineering #BMS #BuildingTech #capex
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Most HVAC failures start with bad early decisions—not bad equipment.
Oversizing, fake energy savings, hidden risks.
I built a short HVAC Decision Intelligence check for owners & executives to challenge HVAC CAPEX before approval.
👉 forms.gle/sQCtRkzoUemf...
#HVAC #CAPEX #Facilities #RealEstate
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Bloomberg: “There is a disconnect between the positive short-term environment for #riskassets, and a broader structural instability,” says Fidelity. “Global fragmentation, a depreciating #dollar, #USFederalReserve independence, and #AI #capex trends are themes to watch in 2026 and beyond.” #markets
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