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Capital Expenditure

AI spending is helping prop up the economy. Now it’s getting stronger. - The Washington Post

Hyperscale AI Spending by Google, Meta, and Microsoft Fuels Economic Boom

Learn how billions in AI infrastructure spending by Google, Meta, and Microsoft is fueling U.S. economic growth and sustaining the current boom in late 2025.
Meta, Google, and Microsoft Triple Down on AI Spending - WIRED

Meta, Google, and Microsoft Signal Sustained, Massive AI Infrastructure Spending

Meta, Google, and Microsoft confirmed during recent earnings that AI capital expenditure will remain high for years. Analyze the massive investment and market impact. Full analysis.
Tech results live: Meta shares knocked by huge AI spending while Alphabet rallies on record revenue - Financial Times

Meta Shares Drop on Massive AI Spending Forecast, While Alphabet Rallies on Record Revenue

Meta shares fell 10% following huge AI CapEx forecasts, while Alphabet rallied 5% on record revenue. Analyze the contrasting market reactions and the cost of the AI race.
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