The Tech Download: Can hyperscalers justify their huge AI capex?

Hyperscalers, including the likes of Amazon, Microsoft, Meta and Alphabet, announced capital expenditure could hit $700 ...

Tech AI spending may approach $700 billion this year, but the blow to cash raises red flags

Tech's megacaps announced major increases in capex spend for 2026, and now investors are preparing for cash to dwindle.

Prediction: The AI Capex War Will Create a Clear Winner by the End of 2026

Alphabet generated $402.8 billion in revenue in 2025, up 15% over 2024, and it grew its net income by 32% to $132.2 billion.
DatacenterDynamics

CoreWeave aims to add 5GW more data center capacity by 2030, anticipates capex in 2026 to double

AI cloud firm CoreWeave has expanded its growth plans on the back of strong FY2025 demand. During the company's recent Q4 and full-year earnings call, CEO Michael Intrator revealed that CoreWeave was ...

Mistras Group targets $730M–$750M 2026 revenue with increased CapEx for aerospace and defense

Q4 2025 earnings call: 5.1% revenue growth, record EBITDA, 2026 guidance $730–$750M and debt paydown plans—read insights now.

Alphabet Stock Dips to $306 Amid Geopolitical Volatility and Heavy AI CapEx Outlook

Alphabet Inc. (NASDAQ: GOOG) shares closed at $306.36 on March 2, 2026, down 1.63% or $5.07 from the prior session, ...

CoreWeave slides as surging capex, backlog risks overshadow small revenue beat

By Anhata Rooprai and Krystal Hu Feb 26 (Reuters) - CoreWeave expects capital expenditure to double this year, it said on ...

Nvidia: Basking In The Glory Of AI CAPEX Windfall

Nvidia Corporation’s Q4 FY2026 beat: revenue +73% to $68.1B, EPS +82%. Click for this updated look at NVDA stock following ...

Budgeting for Capital Expenditures: Key Strategies for Businesses

Discover essential strategies for budgeting capital expenditures and ensuring sustainable business growth. Learn how to plan effectively to avoid expense overruns.