AI CapEx

Twitter

Facebook

Copy Link

Top News

Forgent Power hits $8 billion valuation in NYSE debut as AI infrastructure demand accelerates

Forgent Power debuted on the New York Stock Exchange with a nearly $8 billion valuation, signaling strong investor appetite for AI infrastructure despite market concerns. The company designs electrical distribution equipment for data centers and raised $1.51 billion through its IPO, pricing 56 million shares at $27 each amid significant market volatility.

Business2 sources

Forgent Power hits $8 billion valuation in NYSE debut as AI infrastructure demand accelerates

Business2 sources

TSMC to produce cutting-edge 3nm AI chips in Japan as demand from tech giants soars

Taiwan's TSMC announced plans to manufacture advanced 3-nanometer semiconductors at its second Kumamoto factory in Japan, a significant upgrade from initial plans. The move addresses bottlenecked production capacity driven by surging AI demand from customers like Nvidia, while also reflecting geopolitical considerations as the chipmaker diversifies beyond Taiwan.

Business3 sources

TSMC to produce cutting-edge 3nm AI chips in Japan as demand from tech giants soars

Business3 sources

One-Third of Consumers Reject AI on Devices, Citing Lack of Need Over Misunderstanding

A new Circana report reveals a significant disconnect with public sentiment as 35% of consumers reject AI on their devices. The primary reason isn't complexity—two-thirds say they simply don't need AI functionality. Privacy concerns and potential costs of AI also drive resistance, with 59% of AI-skeptics worried about personal data security and 43% unwilling to pay more for features they don't want.

Business3 sources

One-Third of Consumers Reject AI on Devices, Citing Lack of Need Over Misunderstanding

Business3 sources

Alphabet doubles AI spending to $185B, sells $20B bonds and rare 100-year notes to fund buildout

Google's parent company Alphabet is doubling down on artificial intelligence with capital expenditure reaching up to $185 billion this year—roughly double last year's total. To finance this unprecedented AI infrastructure buildout, the company sold $20 billion in dollar bonds and is issuing rare 100-year sterling bonds, the first by a tech company since the 1990s.

Business43 sources

Alphabet doubles AI spending to $185B, sells $20B bonds and rare 100-year notes to fund buildout

Business43 sources

Big Tech AI Race Pushes Capital Expenditures to $650 Billion as Investor Pressure Mounts

Amazon leads with $200 billion, followed by Google's $185 billion in planned spending for 2026. The four hyperscalers are investing more than Israel's GDP in AI infrastructure, but plummeting stock prices reveal deep investor concerns about returns. Free cash flow is taking a hit as tech company spending accelerates beyond cloud infrastructure services revenue.

Business22 sources

Big Tech AI Race Pushes Capital Expenditures to $650 Billion as Investor Pressure Mounts

Business22 sources

Anthropic's Claude AI Sparks $1 Trillion Market Disruption as Software Stocks Tumble

Anthropic's release of new AI tools for its Claude platform triggered massive sell-offs across software and data provider stocks, wiping out over $1 trillion in market value. The AI company's vertical-specific plugins and powerful Claude Opus 4.6 model raised concerns that AI agents could fundamentally undermine traditional SaaS business models, while simultaneously fueling worries about AI-driven groupthink among financial analysts.

Technology47 sources

Anthropic's Claude AI Sparks $1 Trillion Market Disruption as Software Stocks Tumble

Technology47 sources

Western Digital unveils HDD tech roadmap with 100TB drives and flash-like performance for AI

Western Digital revealed breakthrough hard drive innovations at Innovation Day 2026, introducing High Bandwidth Drive Technology and Dual Pivot design that promise to deliver flash-like performance for AI workloads. The company's new storage roadmap targets 100TB capacity by 2029 while addressing the growing demands of AI-driven data storage with 4x throughput gains and 20% power reduction.

Technology7 sources

Western Digital unveils HDD tech roadmap with 100TB drives and flash-like performance for AI

Technology7 sources

Oracle weighs cutting up to 30,000 jobs to fund $156 billion AI data centre expansion

Oracle is considering layoffs of 20,000 to 30,000 employees to fund its aggressive AI data centre buildout, according to TD Cowen research. The job cuts could free up $8-10 billion in cash flow as US banks withdraw funding support and investor concerns mount over the company's ability to finance its massive AI push.

Business3 sources

Oracle weighs cutting up to 30,000 jobs to fund $156 billion AI data centre expansion

Business3 sources

Oracle unveils $50 billion AI funding plan as investors worry about mounting debt and OpenAI exposure

Oracle announced plans to raise $45 billion to $50 billion in 2026 through a combination of debt and equity sales to expand cloud infrastructure for AI workloads. The software giant kicked off a $20-$25 billion bond sale, but shares fell 4% as investors expressed concerns about its rising debt load and heavy reliance on OpenAI's ability to meet financial commitments.

Business11 sources

Oracle unveils $50 billion AI funding plan as investors worry about mounting debt and OpenAI exposure

Business11 sources

Prev 1…5 6 78Next