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ft.com

‘Best way to describe the market is bonkers’

The AI hyperscaler capex plans keep on growing and growing

giovedì 6 novembre 2025 New tab

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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

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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

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Investors need to look beyond the ‘bragawatts’ in AI infrastructure boom

As investment rush accelerates, the winners will control inputs unlikely to be commoditised

ft.com·8 mesi fa
ft.com

The mysterious $53bn ‘other income’ boost to AI hyperscaler earnings

Quantum entanglement

ft.com·1 mesi fa
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Big tech’s big gamble

How much AI is the market willing to finance?

ft.com·8 mesi fa
ft.com

AI’s awfully exciting until companies want to use it: Rightmove edition

‘Hello, I need the biggest business transformation project you have. No, that’s too big . . .’

ft.com·7 mesi fa