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capex

Meta warns “compute intensity” is hampering its AI rollout

meta

Meta warns “compute intensity” is hampering its AI rollout

An annual $140 billion in CapEx only gets you so far...

Oct 22, 2026 2 min read

Alphabet is raising $80bn to balance out huge AI investments

google

Alphabet is raising $80bn to balance out huge AI investments

Jun 2, 2026 2 min read

Oracle defends debt-led AI land-grab

earnings

Oracle defends debt-led AI land-grab

Dec 11, 2025 2 min read