Who pays for the $3tn AI building boom?
With the data centre race in full swing, private capital is joining Big Tech in seeking to capture the rewards
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Investors glimpse pay-off for Big Tech’s mammoth spending on AI arms race
Earnings reports of major players show how artificial intelligence services are boosting revenues
Lex in depth: Will the AI data centre boom become a $9tn bust?
The biggest groups splashing their cash may not make their money back, but will almost certainly live to tell the tale
In the AI boom, not all capex is created equal
There are big differences in the level of risk and likely returns of Big Tech’s spending
Should the public sector build its own AI?
With a few powerful companies now controlling the tech, some countries are trying to take back control
Big Tech’s AI payback might be coming into view
Earnings hint at growth trajectory despite increases in capital spending
Big tech’s big gamble
How much AI is the market willing to finance?