Sign in Subscribe

AI capex

Everything tagged AI capex.

Share your story Subscribe

Featured

Alibaba's profit falls 76% as AI capital spending jumps 75%

Alibaba's profit falls 76% as AI capital spending jumps 75%

DP News TeamAug 20, 2026

Alphabet weighs a $25 billion bond sale to fund its swelling AI capital spending

Alphabet weighs a $25 billion bond sale to fund its swelling AI capital spending

AWS growth reaccelerates to 37% as Amazon raises AI capex guidance to $220 billion

AWS growth reaccelerates to 37% as Amazon raises AI capex guidance to $220 billion

Latest

News
Alphabet posts first negative free cash flow since IPO as AI capex climbs
Alphabet reported negative free cash flow of about $5.9 billion in the second quarter and raised its 2026 AI capital-spending guidance to as much as…
DP News Team · Jul 23
News
Big Tech AI stocks slide as investors demand proof capex will pay off
Investors are dumping Big Tech AI stocks and demanding evidence that a projected $7.6 trillion in AI infrastructure spending through 2031 will…
DP News Team · Jul 19
News
Philadelphia Semiconductor Index falls into a bear market as AI capex doubts grow
The Philadelphia Semiconductor Index fell about 10% in the week ending July 17, 2026 and roughly 20% from its late-June record, entering a bear…
DP News Team · Jul 17
News
Nvidia sheds roughly $1 trillion in value, hitting its cheapest multiple since 2019
Nvidia has lost about $1 trillion in market value in under two months, cutting its forward multiple to roughly 18 times earnings, the lowest since…
Dmytro Spodarets · Jul 8
News
BIS warns debt-fueled AI infrastructure spending threatens global financial stability
The Bank for International Settlements warned on June 28 that more than $1 trillion in hyperscaler AI spending across 2025-2026 carries systemic…
Dmytro Spodarets · Jun 29
News
Apollo's Slok says Magnificent Seven fall 13% as investors question AI capex returns
Apollo's Torsten Slok said on June 28 that Magnificent Seven stocks fell more than 13% since mid-May while the S&P 500 dropped about 2%, on AI…
Dmytro Spodarets · Jun 29