AI CapEx

Twitter

Facebook

Copy Link

Top News

Amazon commits $48 billion to India by 2030, targeting AI and cloud infrastructure expansion

Amazon CEO Andy Jassy announced an additional $13 billion investment in India's AI and cloud infrastructure following a meeting with Prime Minister Narendra Modi. The commitment raises Amazon's total planned investment in India to $48 billion through 2030, with funds directed toward expanding AWS datacenter capacity in Mumbai and Hyderabad, alongside logistics infrastructure for e-commerce and quick commerce operations.

Business8 sources

Amazon commits $48 billion to India by 2030, targeting AI and cloud infrastructure expansion

Business8 sources

AI coding costs set to rival developer salaries as token usage surges, warns Gartner

Gartner predicts enterprises will soon pay as much for AI coding tokens as they do for developer salaries within the next two years. The surge is driven by growing adoption of generative AI and agentic tools, combined with consumption-based pricing models that replace traditional flat-rate SaaS licensing. Organizations need disciplined cost management strategies to avoid budget overruns.

Business2 sources

AI coding costs set to rival developer salaries as token usage surges, warns Gartner

Business2 sources

Ornn raises $33M to transform AI compute into a tradable commodity like oil

MIT graduates launch Ornn with $33 million in seed funding to create the world's first compute marketplace. Led by a16z crypto and Galaxy Ventures, the platform aims to bring transparency to GPU pricing and let companies trade AI compute capacity like commodities. Intercontinental Exchange plans to use Ornn's index for futures contracts.

Startups2 sources

Ornn raises $33M to transform AI compute into a tradable commodity like oil

Startups2 sources

Blackstone bets $30B on Japan AI data centres despite bubble warnings

Blackstone plans to invest $30 billion in Japan's AI data centres over the next three to five years, targeting facilities exceeding 1 gigawatt capacity. President Jonathan Gray dismissed concerns about AI infrastructure bubbles, arguing the risk of building too little computing capacity outweighs building too much as the firm positions itself in one of Asia's most contested AI infrastructure markets.

Business2 sources

Blackstone bets $30B on Japan AI data centres despite bubble warnings

Business2 sources

Companies scramble to control AI spending as tokenmaxxing era crashes over unpredictable costs

After encouraging unlimited AI use, major companies are now racing to implement AI cost control measures as bills spiral out of control. Consulting giant Accenture is restricting employees from using AI for basic tasks like PDF conversion, while Uber capped its AI budget after spending its entire 2026 allocation in just four months. The shift from flat-fee to usage-based pricing models has exposed the unpredictability of AI costs.

Business9 sources

Companies scramble to control AI spending as tokenmaxxing era crashes over unpredictable costs

Business9 sources

Congress Moves to Make Tech Companies Pay AI Data Center Energy Costs as Bills Surge 267%

The U.S. House of Representatives begins debate on legislation requiring tech companies to cover the energy costs of AI data centers. The Ratepayer Protection Act would force Big Tech to pay for grid upgrades as voters express anger over electricity bills that have risen as much as 267% near data center hubs over five years.

Policy2 sources

Congress Moves to Make Tech Companies Pay AI Data Center Energy Costs as Bills Surge 267%

Policy2 sources

Meta and Microsoft drive $850 billion surge in data center leases for AI infrastructure

Tech giants Meta and Microsoft are leading an unprecedented surge in data center leases, pushing industry-wide commitments past $850 billion. Meta added $79 billion in new commitments while Microsoft contributed over $41 billion, signaling massive long-term investments in AI infrastructure that will reshape spending on semiconductors and energy for the next two decades.

Business2 sources

Meta and Microsoft drive $850 billion surge in data center leases for AI infrastructure

Business2 sources

AMC Robotics secures Vietnam facility for AI-powered robotic arm manufacturing with $3.5M investment

AMC Robotics signed a lease for a 6,150-square-meter manufacturing facility in Bắc Ninh, Vietnam, to produce its NovaArm robotic arm for warehouse sorting and industrial automation. The company plans a $3.5 million investment with production starting in the second half of 2026, establishing a scalable Southeast Asian hub for future products.

Business2 sources

AMC Robotics secures Vietnam facility for AI-powered robotic arm manufacturing with $3.5M investment

Business2 sources

South Korea commits $1 trillion to AI and chip investment as memory shortages intensify

South Korea's government and tech giants including Samsung and SK Hynix are committing $1 trillion to expand memory chip production, build AI data centers, and deploy humanoid robots by 2028. The initiative aims to double DRAM production within five years as the AI boom drives global memory chip shortages and higher consumer electronics prices.

Technology34 sources

South Korea commits $1 trillion to AI and chip investment as memory shortages intensify

Technology34 sources

Tech selloff deepens as AI cost fears and hawkish Fed expectations trigger 2% Nasdaq plunge

Wall Street futures tumbled Tuesday with Nasdaq futures falling over 2% as investors grapple with dual pressures: mounting concerns about debt-funded AI spending and expectations of a more hawkish Federal Reserve. Semiconductor stocks led the decline, with major chipmakers dropping between 3.8% and 9%. The selloff threatens to erase over $1 trillion in Nasdaq 100 market value if losses hold.

Business3 sources

Tech selloff deepens as AI cost fears and hawkish Fed expectations trigger 2% Nasdaq plunge

Business3 sources

Tech Sell-Off Shakes Markets as Investors Question AI Spending and Profitability

Major tech stocks tumbled for consecutive days as investor concerns over AI spending sustainability triggered a market sell-off. The Nasdaq dropped 2.2%, with chipmakers like Micron plunging 12% and Nvidia falling 4.2%. Questions about whether massive AI investments will generate profits are reshaping market sentiment after months of record highs.

Business10 sources

Tech Sell-Off Shakes Markets as Investors Question AI Spending and Profitability

Business10 sources

SpaceX raises $25 billion in bond debut as AI expansion draws massive investor interest

Elon Musk's SpaceX has launched a $25 billion bond offering that attracted nearly $85 billion in orders, marking the company's first investment-grade debt issuance. The proceeds will refinance a bridge loan and support SpaceX's capital-intensive AI ambitions, requiring tens of billions for data centers, computing hardware, and power infrastructure as the newly public company expands beyond rockets.

Business3 sources

SpaceX raises $25 billion in bond debut as AI expansion draws massive investor interest

Business3 sources

SoftBank's Masayoshi Son rejects Elon Musk's orbital data centers as AI race heats up on Earth

SoftBank CEO Masayoshi Son dismissed Elon Musk's vision for orbital data centers, arguing that the costs of launching and maintaining space-based infrastructure far outweigh electricity savings. With SoftBank committing $65 billion to OpenAI and the Stargate project, Son insists the AI race will be decided on Earth in the next few years, not in orbit a decade from now.

Business4 sources

SoftBank's Masayoshi Son rejects Elon Musk's orbital data centers as AI race heats up on Earth

Business4 sources

Oracle cuts 21,000 jobs as AI adoption and massive infrastructure investments reshape workforce

Oracle reduced its workforce by 21,000 employees—13% of its staff—over the past year, directly citing AI adoption and deployment across operations. The database giant spent $1.8 billion on restructuring costs while raising tens of billions in debt to fund its aggressive AI infrastructure expansion. The cuts reflect a broader trend where tech companies are simultaneously reporting record revenues and eliminating jobs, with AI cited as both the growth engine and the reason for workforce reductions.

Business13 sources

Oracle cuts 21,000 jobs as AI adoption and massive infrastructure investments reshape workforce

Business13 sources

Alphabet loses $225 billion as AI talent exodus to OpenAI and Anthropic sparks investor fears

Google parent company Alphabet saw its stock plunge 7% in a single day after two high-profile AI researchers departed for rivals. Noam Shazeer, co-lead of Gemini AI models, joined OpenAI while Nobel Prize winner John Jumper left for Anthropic. The exodus erased over $225 billion in market value and raised concerns about Google's ability to compete in the intensifying race for AI talent.

Business6 sources

Alphabet loses $225 billion as AI talent exodus to OpenAI and Anthropic sparks investor fears

Business6 sources

Prev 1 234…12 Next