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7
Goldman Sachs Forecasts AI Capex Surge to Continue Through First Half of 2028
Markets
1
16h ago
7
Goldman Sachs Forecasts AI Capex Surge to Continue Through First Half of 2028
Markets
· 1 src · 16h ago
Discuss
7
Oxford Economics: US AI-Driven Capex to Grow 40% by 2027, More Than 3× Faster Than Europe
Markets
2
Aug 24
7
Oxford Economics: US AI-Driven Capex to Grow 40% by 2027, More Than 3× Faster Than Europe
Markets
· 2 srcs · Aug 24
Discuss
7
NYT Investigation: Big Tech's Playbook to Capture American Schools Faces Growing Educator Pushback
Policy
1
Aug 24
7
NYT Investigation: Big Tech's Playbook to Capture American Schools Faces Growing Educator Pushback
Top
Policy
· 1 src · Aug 24
Discuss
8
WSJ Analysis: Big Tech Holds $3 Trillion in Hidden AI Infrastructure Commitments Beyond Reported Capex
Updated Aug 21
Markets
2
Aug 21
8
WSJ Analysis: Big Tech Holds $3 Trillion in Hidden AI Infrastructure Commitments Beyond Reported Capex
Top
Upd Aug 21
Markets
· 2 srcs · Aug 21
Discuss
7
FT Analysis: 60 Planned US Data Centers Could Emit 101.5 Million Tons of CO2 Annually
Infra
1
Aug 17
7
FT Analysis: 60 Planned US Data Centers Could Emit 101.5 Million Tons of CO2 Annually
Top
Infra
· 1 src · Aug 17
Discuss
8
Wall Street Confirms Big Tech AI Spending Is Now Generating Measurable Earnings Returns
Markets
3
Aug 16
8
Wall Street Confirms Big Tech AI Spending Is Now Generating Measurable Earnings Returns
Top
Markets
· 3 srcs · Aug 16
Discuss
7
Reuters Exclusive: Microsoft Has Quietly Closed 15+ China Offices Over Five Years, Stays for AI Opportunity
Enterprise
1
Aug 13
7
Reuters Exclusive: Microsoft Has Quietly Closed 15+ China Offices Over Five Years, Stays for AI Opportunity
Enterprise
· 1 src · Aug 13
Discuss
7
IBM CEO: Global AI Infrastructure Math Requires $1–2 Trillion in New Annual Revenue That Isn't Coming
Markets
1
Aug 11
7
IBM CEO: Global AI Infrastructure Math Requires $1–2 Trillion in New Annual Revenue That Isn't Coming
Markets
· 1 src · Aug 11
Discuss
8
Google Bets on AI Cloud Revenue Over Frontier Leadership After DeepMind Shakeup
Enterprise
2
Aug 9
8
Google Bets on AI Cloud Revenue Over Frontier Leadership After DeepMind Shakeup
Top
Enterprise
· 2 srcs · Aug 9
Discuss
6
Historian Jill Lepore: Tech Corporations Are Deliberately Replacing Democratic Government With Algorithmic Rule
Policy
1
Aug 9
6
Historian Jill Lepore: Tech Corporations Are Deliberately Replacing Democratic Government With Algorithmic Rule
Policy
· 1 src · Aug 9
Discuss
8
Big Tech's AI Data Centre Race Accumulates $1.09 Trillion in Uncommenced Lease Commitments
Markets
1
Aug 4
8
Big Tech's AI Data Centre Race Accumulates $1.09 Trillion in Uncommenced Lease Commitments
Top
Markets
· 1 src · Aug 4
Discuss
6
Ofcom Chair Launches Wide-Ranging Review to Refit Regulator for Big Tech Oversight and Online Safety Act Enforcement
Policy
1
Aug 3
6
Ofcom Chair Launches Wide-Ranging Review to Refit Regulator for Big Tech Oversight and Online Safety Act Enforcement
Policy
· 1 src · Aug 3
Discuss
6
Apple Overtakes Nvidia as World's Most Valuable Company as AI Strategies Diverge
Markets
1
Jul 31
6
Apple Overtakes Nvidia as World's Most Valuable Company as AI Strategies Diverge
Markets
· 1 src · Jul 31
Discuss
8
Samsung Q2 2026: Revenue Surges 130% to $118.1B as AI Demand Drives 1,814% Operating Profit Jump
Updated Jul 7
Markets
4
Jul 30
8
Samsung Q2 2026: Revenue Surges 130% to $118.1B as AI Demand Drives 1,814% Operating Profit Jump
Top
Upd Jul 7
Markets
· 4 srcs · Jul 30
Discuss
7
LinkedIn Freezes AI Data Center Expansion After Doubling GPU Efficiency in Six Months
Infra
1
Jul 30
7
LinkedIn Freezes AI Data Center Expansion After Doubling GPU Efficiency in Six Months
Infra
· 1 src · Jul 30
Discuss
8
Fitch Flags AI Boom as Top Global Credit Risk, Warns of Dotcom-Level Correction Threat
Markets
1
Jul 29
8
Fitch Flags AI Boom as Top Global Credit Risk, Warns of Dotcom-Level Correction Threat
Top
Markets
· 1 src · Jul 29
Discuss
8
Meta Q2 2026 Actual Results: Revenue Beats at $60.8B but Net Income Falls 14% as AI Costs Surge 55%, Stock Drops 8%
Updated Aug 11
Markets
9
Aug 11
8
Meta Q2 2026 Actual Results: Revenue Beats at $60.8B but Net Income Falls 14% as AI Costs Surge 55%, Stock Drops 8%
Top
Upd Aug 11
Markets
· 9 srcs · Aug 11
Discuss
7
Market Verdict on AI Capex: Michael Burry Flags Big Tech's S&P 500 Drag as Heavy Spenders Are Punished
Markets
4
Jul 27
7
Market Verdict on AI Capex: Michael Burry Flags Big Tech's S&P 500 Drag as Heavy Spenders Are Punished
Markets
· 4 srcs · Jul 27
Discuss
7
Microsoft CEO Satya Nadella Under Pressure as Compute Crunch Forces Prioritization of Own AI Over Azure Customers
Enterprise
1
Jul 26
7
Microsoft CEO Satya Nadella Under Pressure as Compute Crunch Forces Prioritization of Own AI Over Azure Customers
Enterprise
· 1 src · Jul 26
Discuss
7
Big Tech Has Already Spent $1.1T on AI Infrastructure Since 2023; Plans $745B More in 2026 as Analyst Projects $1T+ for 2027
Updated Jul 31
Markets
2
Jul 31
7
Big Tech Has Already Spent $1.1T on AI Infrastructure Since 2023; Plans $745B More in 2026 as Analyst Projects $1T+ for 2027
Upd Jul 31
Markets
· 2 srcs · Jul 31
Discuss
7
AI's Industrial Turn: Tech Giants on Pace to Spend More on Data Centers Than They Earn in Operations
Infra
1
Jul 18
7
AI's Industrial Turn: Tech Giants on Pace to Spend More on Data Centers Than They Earn in Operations
Infra
· 1 src · Jul 18
Discuss
6
$130 Billion in U.S. AI Data Center Projects Blocked Amid Growing Community Opposition
Policy
3
Jul 9
6
$130 Billion in U.S. AI Data Center Projects Blocked Amid Growing Community Opposition
Policy
· 3 srcs · Jul 9
Discuss
6
Fed Chair Warsh's Hawkish Shift Threatens AI's $140B Debt-Fueled Investment Boom
Markets
1
Jun 21
6
Fed Chair Warsh's Hawkish Shift Threatens AI's $140B Debt-Fueled Investment Boom
Markets
· 1 src · Jun 21
Discuss
8
Amazon Raises $31.5B in 48 Hours via Bank Loan and Bond Sale to Fund AI Buildout
Markets
1
Jun 10
8
Amazon Raises $31.5B in 48 Hours via Bank Loan and Bond Sale to Fund AI Buildout
Top
Markets
· 1 src · Jun 10
Discuss
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