SpaceX Stock Drops After First Earnings Call as Musk Fails to Woo Investors With AI Goals
Elon Musk’s SpaceX spent an eye-watering $18.4 billion in its first quarter as a publicly traded company and…
Can AI answer the $3 trillion question?
Three years ago, Sequoia partner David Cahn was one of the first people to do the math and…
We’re Not at AGI yet, but AI Can Rap About Data Centers
I spent a recent Friday afternoon doing something incredibly important for humanity: making an AI-generated rap about data…
ByteDance raises 2026 capex by at least 25% amid AI boom, rising memory costs, sources say
TikTok owner ByteDance is ramping up its spending on artificial intelligence infrastructure, boosting its planned capital expenditure this…
Big Tech’s $700 Billion AI Splurge Is Misleading
Big Tech’s AI spending is surging, though not necessarily because companies are building significantly more capacity. Loading audio…
West Asia conflict may trigger USD 800 bn capex boost for India, but oil and fertiliser risks remain: Morgan Stanley
New Delhi [India], May 1 (ANI): The ongoing conflict in West Asia could emerge as both a challenge…
Amazon to Sink $12 Billion Into Data Centers as Wall Street (and Everyone Else) Turns Against AI Spending
Wall Street is starting to waver when it comes to the extraordinary amount of money being poured into…
AI Capex Amid 2025 Bull Market: What’s Next?
Index Definitions For index, indicator and survey definitions referenced in this report please visit the following: https://www.morganstanley.com/wealth-investmentsolutions/wmir-definitions Risk…