#ai-infrastructure-investment

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Artificial intelligence
fromwww.theguardian.com
2 days ago

Meta wows Wall Street despite spending billions on AI and facing social media addiction trial

Meta posted stronger-than-expected Q4 2025 results and plans massive 2026 spending to build personalized superintelligence integrated into its apps.
Tech industry
from24/7 Wall St.
2 days ago

Live: Will Meta Platforms Rally After Q4 Earnings Tonight?

Meta's Q4 2025 results and 2026 capex guidance will determine whether it sustains strong earnings, revenue growth, and aggressive AI infrastructure spending.
fromBusiness Insider
2 months ago

Alibaba's CEO says he doesn't see 'much of an issue' with an AI bubble and plans to invest 'aggressively'

The CEO of the Chinese tech giant, Eddie Wu, said on Alibaba's second-quarter earnings call on Tuesday that the company "doesn't really see much of an issue in terms of a so-called AI bubble." "We're not even able to keep pace with the growth in customer demand," Wu said, adding that the pace at which Alibaba can deploy new servers is insufficient. "In the next three years to come, AI resources will continue to be under supply," he said.
Artificial intelligence
fromFortune
3 months ago

OpenAI valuation reaches $500 billion, topping Musk's SpaceX | Fortune

OpenAI has completed a deal to help employees sell shares in the company at a $500 billion valuation, propelling the ChatGPT owner past Elon Musk's SpaceX to become the world's largest startup. Current and former OpenAI employees sold about $6.6 billion of stock to investors including Thrive Capital, SoftBank Group Corp., Dragoneer Investment Group, Abu Dhabi's MGX and T. Rowe Price, a person familiar with the transaction said. That boosted the US company's price tag well past its previous $300 billion level
Artificial intelligence
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