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Big Tech earnings season and the capex spiral
Big Tech's AI spending is soaring, but higher capex may reflect inflation as much as expansion this earnings season.
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cryptobriefing.com
Big Tech is about to reveal just how much it's betting on AI, and the numbers are staggering
Alphabet, Microsoft, Amazon, and Meta are guiding for over $635B in 2026 capex on AI infrastructure. Here's what it means for crypto and GPU markets.
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cityam.com
Big Tech faces earnings test after AI spending spree
Alphabet, Microsoft and Amazon will report earnings over the next two weeks as investors look for evidence that AI spend is paying off
