Capex by Amazon, Google, Meta, and Microsoft is rising to eye-watering levels next year and beyond, fueled by the generative ...

Hyperscaler capital expenditures are expected to reach $300B in 2025 among the major players in the space. Read more here.

Many of the Magnificent Seven reported their earnings this week. In this wire, we cover the one thing two key results have in ...

So, big picture, all three companies showed strong growth in their most AI-oriented segments, with Microsoft's and ... with Meta, it increased its outlook for capital spending to $38 billion to $40 ...