Search fresh public links, source activity, and ready-to-use post angles for Ai Capital Expenditure.
Fresh curated links around AI capital expenditure are collected here so marketers can spot useful updates and turn timely ideas into posts faster.
Recent items include:
Recent curated links from global sources. Generate one free draft from any story, then use SocialBu to schedule and refine your content calendar.
Dell, AI spending, and the trillion-dollar question investors should understandDell Technologies just gave investors a live example of what the AI infrastructure boom looks like in...
The worldwide server market just delivered its clearest signal yet that AI infrastructure spending has shifted from a cyclical bet to a structural commitment.IDC's latest market st...
Alternative asset managers Apollo and Blackstone have partnered with global technology company Broadcom to launch an artificial intelligence (AI) infrastructure platform, with the...
The $820 billion AI capex forecast for 2026, rising to roughly $990 billion in 2027, is the single most consequential number for semiconductor and infrastructure plays in this note...
The largest AI companies are building the most expensive infrastructure programme in corporate history. They are also moving a growing share of the financing away from their own ba...
Survey reveals widening gap between investment ambition and workforce readiness across the sector
Q4 sales climbed 21%, but Wall Street more interested in $70B buildout bill
Big Tech has announced $740 billion in capex this year, but AI has yet to show evidence of widespread increased productivity.
The AI ROI debate has returned and the numbers are even bigger, as are, perhaps, the consequences.
Not only have share repurchases slowed to a trickle, but some companies are issuing more stock to finance their AI ambitions
AI spending will reach $2.59 trillion in 2026. That’s 47% increase. @Gartner forecasts worldwide AI (artificial intelligence) spending will reach $2.59 trillion in 2026, representi...
Investment into UK artificial intelligence companies hit a record £4.6bn in Q2 2026, with 57% of all equity investment flowing into AI, according to data provider Beauhurst.
The AI build-out, including data centres and supporting infrastructure, is creating one of the largest financing opportunities in modern markets. Yet investors must navigate growin...
Robert Armstrong / Financial Times: How the AI boom is revolutionizing US stock markets, as hyperscalers cut buybacks and boost capex, including Alphabet's planned ~$85B in equity...
The most AI-obsessed firms are spending roughly $7,500 monthly per employee on AI, per Ramp AI Index. That's not more than an engineer's salary — yet.
Alibaba Group Holding’s heavy investments in artificial intelligence have moved beyond the “initial” phase and entered “full-scale commercialisation”, the Chinese e-commerce and cl...
The AI sector is absorbing capital at a pace that has no precedent in the post-war economy outside the railroad buildout of the late nineteenth century. Gartner forecasts total wor...
Freda Duan estimates XAI Colossus 1 has ~$6B annual rent. Colossus 2 is leasing roughly one-third of its total compute capacity to $Anthropic. I am extending the analysis to rentin...
Nearly half of businesses across the Asia-Pacific (APAC) region are directing significant capital toward Agentic AI systems, with new research showing that budgets for the tech are...
Google's parent company Alphabet has just announced that it plans to raise $80 billion and invest that money in scaling its AI infrastructure. Alphabet will basically sell its own...
Just over a year ago, I made the case that the deficit narrative would find its cure in artificial intelligence. Goldman Sachs has since published research that, on first reading,...
Image source: The Motley Fool. DATEWednesday, June 3, 2026 at 5 p.m. ETCALL PARTICIPANTSChairman and Chief Executive Officer — Thomas M. SiebelPresident — Stephen EhikianChief Fin...
Use SocialBu to discover ideas, generate post drafts, and schedule them across your social channels.