#capex

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#ai
fromFortune
21 hours ago
Business

Goldman says the stock market has already priced in the AI boom, with $19 trillion of market value running ahead of actual economic impact so far | Fortune

fromFortune
1 month ago
Artificial intelligence

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

fromFortune
21 hours ago
Business

Goldman says the stock market has already priced in the AI boom, with $19 trillion of market value running ahead of actual economic impact so far | Fortune

fromFortune
1 month ago
Artificial intelligence

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

Tech industry
fromAol
2 weeks ago

'Compute' 22, 'metaverse' 0: The words Meta execs did and didn't say on its earnings call

Meta shifted emphasis from metaverse to compute, capacity, and novel AI work while increasing AI-related capex and leaving Horizon and metaverse unmentioned.
Environment
fromTheregister
1 month ago

US hyperscalers to guzzle 22% more grid juice by end of 2025

U.S. hyperscale datacenters will require dramatically more grid electricity, rising 22% by 2025 and potentially tripling by 2030 due to AI-driven expansion.
fromThe Motley Fool
1 month ago

Should You Buy Meta Platforms Stock Before Oct. 29? | The Motley Fool

Meta Platforms is likely to deliver one of the most closely watched quarterly reports of the upcoming earnings season. With the company spending heavily to transition the social media giant into a more artificial intelligence (AI)-focused operation, investors will have all the more reason to focus on the " Magnificent Seven" stock. Investors might recall the 20% gain in the stock following the release of the February 2024 numbers.
Artificial intelligence
Miscellaneous
fromLondon Business News | Londonlovesbusiness.com
1 month ago

Soaring operational costs pile pressure on capex in hospitality - London Business News | Londonlovesbusiness.com

Rising operational costs are forcing hospitality businesses to cut capital expenditure, undermining investment plans, hitting smaller operators hardest and leaving many with limited cash reserves.
Artificial intelligence
from24/7 Wall St.
2 months 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
3 months 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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