Tech giants are lining up over $300 billion in AI spend. Their CEOs are betting cheaper models will drive up AI demand.
Meta, Google, Amazon, and Microsoft are ramping up their AI capex spend, despite investor concerns that it's undermined by ...
Big Tech set to invest $325 billion this year as hefty AI bills come under scrutiny
Meta, Microsoft, and Google parent Alphabet are expecting a cumulative $228 billion in capital expenditures in 2025, driven ...
What DeepSeek? Big Tech Keeps Its A.I. Building Boom Alive.
An apparent breakthrough in efficiency from the Chinese start-up did not make tech’s biggest companies question their ...
Big Tech CapEx: How Nvidia actually stands to gain from DeepSeek
As earnings season continues for most of the Big Tech landscape, Wall Street investors have become increasingly focused on ...
Big Tech’s Massive Spend Is Masking a Slowdown in Capex Growth
As Corporate America reports fourth-quarter results, a chasm is opening between the seven biggest companies in the S&P 500 Index and everyone else. The giants are boosting their spending at a rapid ...
Nvidia first in line to reap gains from massive big tech spending surge
The four biggest tech companies will spend more on capital projects this year than the combined market value of Pfizer and ...
What Big Tech execs have said about DeepSeek as US contemplates ban
As Big Tech earnings season enters full steam, DeepSeek AI is either a bright spot — touted by CEOs as proof of their company ...
Amazon Pours Fuel on Big Tech Spending After DeepSeek Panic
The e-commerce giant is pulling ahead of rivals in the AI investment race with plans for more than $100 billion in capital ...