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Artificial intelligence
fromFortune
10 hours ago

Spending on AI is increasingly fuelled by debt and will be marginally 'negative' for corporate credit quality, Goldman Sachs says | Fortune

AI-driven capex is powering stock gains while companies increasingly finance AI build-outs with debt, modestly weakening corporate credit quality.
Artificial intelligence
from24/7 Wall St.
3 weeks ago

Nvidia (NASDAQ: NVDA) Stock Price Prediction for 2025: Where Will It Be in 1 Year (Sept 10)

Nvidia's stock has rebounded strongly despite guidance misses and U.S.-China export headwinds, driven by dominant AI-chip position, strong profitability, capex focus, and robust data-center demand.
fromTheregister
1 month ago

Amazon's $100B cloud spend similar to entire Costa Rica GDP

According to figures from researchers at Omdia, the annual datacenter capex of cloud giant Amazon alone now exceeds $100 billion, making it roughly comparable to the entire GDP of Costa Rica.
Artificial intelligence
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