Here comes the AI capex shocker, Goldman Sachs says
Eye-popping capital expenditure numbers on earnings days of Big Tech players like Alphabet (GOOG, GOOGL), Meta (META), and…
Tech stocks today: Big Tech earnings this week mark a pivotal moment for the AI trade
Tech stocks rose on Monday morning amid tentative optimism ahead of a flood of Big Tech earnings this…
Apple Is Mad Because OpenAI Breaks Silicon Valley’s Unspoken Rule
For years, Silicon Valley has had a comfortable way of digesting disruption. OpenAI is refusing to play by…
Why Does OpenAI Keep Breaking up With Big Tech?
A year ago, OpenAI seemed like it had an untouchable lead in the AI race. It was by…
Big Tech is paying for the AI boom, and chipmakers are cashing in: Chart of the Day
Wall Street knows Big Tech can spend on artificial intelligence. The harder question is how quickly that spending…
Apollo’s Sløk: The market faces big risks if hyperscalers’ AI profits get delayed
Wall Street expects hyperscaler companies’ free cash flow to boom, starting in 2028. If that boom doesn’t materialize,…
Big Tech joins Calgary Stampede oil bash, as Canada courts data centers
By Amanda Stephenson CALGARY, July 8 (Reuters) – Big Tech has joined the party at the Calgary Stampede,…
Big Tech joins Calgary Stampede oil bash, as Canada courts data centers
By Amanda Stephenson CALGARY, July 8 (Reuters) – Big Tech has joined the party at the Calgary Stampede,…
Big Tech joins Calgary Stampede oil bash, as Canada courts data centers
By Amanda Stephenson CALGARY, July 8 (Reuters) – Big Tech has joined the party at the Calgary Stampede,…
The AI Spending Boom Is Creating a Depreciation Time Bomb
The eye-watering capital expenditure plans of Big Tech has been one of the year’s biggest stories. Google, Meta,…
Betting and Gaming Council urge big tech to tackle illegal gambling
The trade body’s letter called for improved detection techniques and cross-platform information sharing as big tech features in…
The World’s Data Centers Are Getting Harder to Decarbonize
Criticism around data centres is steadily growing as consumers become increasingly aware of their heavy power demand and…