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Capital spending soars in the cloud as Microsoft, Google, and others bet big on AI demand
GeekWire
These servers inside a Microsoft data center in Quincy, Wash., were the first to be powered by the company's Azure Cobalt 100 CPU,...
2 godziny temu
Capex Grupy Azoty na pewno będzie niższy r/r w 2024 roku – Inwestycje.pl
Inwestycje.pl
Nakłady inwestycyjne Grupy Azoty „na pewno” będą niższe w tym roku, w porównaniu do 2,21 mld zł zrealizowanych w 2023 roku,...
4 godziny temu
Nvidia, Arista, Dell, Super Micro Rise On Meta's AI Capex Plan
Investor's Business Daily
Meta's plan to boost AI spending lifted AI stocks, including shares of Nvidia, Arista Networks, Dell and Super Micro.
4 dni temu
Microsoft's capex increase for AI infrastructure is not a surprise, says Deepwater's Gene Munster
CNBC
Gene Munster, Deepwater, joins 'Fast Money' to talk Big Tech earnings including Microsoft and Google.
4 dni temu
Meta to "accelerate infrastructure investments" for AI, raises capex to $35bn-$40bn
Data Center Dynamics
Mark Zuckerberg said Meta "should invest significantly more over the coming years" in AI.
5 dni temu
Strong capex, domestic demand behind India's growth performance: IMF
Business Standard
India Growth Forecast IMF: Finance Minister Nirmala Sitharaman, in the interim budget, proposed to raise the capital expenditure target by...
5 godzin temu
Microsoft, Alphabet And Meta's Raised AI Capex Outlook Could Benefit These JPMorgan Stock Picks
markets.businessinsider.com
Microsoft Corp (NASDAQ:MSFT), Alphabet Inc (NASDAQ:GOOG) (NASDAQ:GOOGL), and Meta Platforms Inc (NASDAQ:META) have each made significant...
3 dni temu
ZTE defies capex slump with higher Q1 earnings, revenue
Light Reading
China's smaller comms vendor, ZTE, seems to be so far weathering the great capex slump. It has reported 3.7% higher Q1 earnings of 2.7...
4 dni temu
Microsoft has proven track record in spending CapEx: Tyler Radke
Fox Business
Microsoft has proven track record in spending CapEx: Tyler Radke. Co-head U.S. Software Equity Research at Citi Tyler Radke discusses U.S....
3 dni temu
UltraTech gears up to beat peers with cost control, capex focus | Mint
mint
However, in the current context of subdued cement prices and heightened competition, these positives may be overshadowed.
6 godzin temu