Big Tech Doubles Down on AI: Why Record Capital Spending Signals an Intensifying Boom
Microsoft, Google, Amazon, and Meta are increasing capital expenditure for AI infrastructure. Learn why this record spending validates the long-term AI market.
Capital Expenditure
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 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.
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.