#capex-spending

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fromBusiness Insider
1 week ago

The top 5 things that happened in the AI race this year

2025 was unquestionably the year of AI. Big Tech shelled out roughly $400 billion on capex, a spending spree so extensive that some economists believe it staved off an overall recession. Nvidia became the first $4 trillion company. And AI content became inescapable, seeping into everything from Hollywood to campaign ads - even Mickey Mouse is getting into AI. It hasn't been an endless party. Seemingly every few weeks, the stock market gets spooked that music is about to stop.
Artificial intelligence
Tech industry
fromAol
1 month ago

BofA says the mega-cap hyperscalers have an OpenAI problem

OpenAI's trillion-dollar dealmaking is driving massive AI infrastructure capex and poses both competitive and capacity risks to major cloud providers.
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