9hOpinion
AI Capex At Unsustainable Levels
AI capex is at unsustainable levels and it won’t be possible to generate economic returns on it unless we have true AGI ...
Davos 2026 signaled a structural shift in capital allocation, moving beyond "Sell America" headlines to focus on geo-economic ...
Goldman Sachs predicts AI capex will hit $539 billion, up 36% from $398 billion in 2025. It will grow to $629 billion in 2027 ...
Nebius Group N.V. NBIS is doubling down on AI infrastructure with an ambitious $2 billion capital expenditure plan for 2025, up from its earlier guidance of $1.5 billion. NBIS stated that the increase ...
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Intel outlines $18B 2025 CapEx and signals strategic foundry shift amid cost cuts and AI focus
The company forecasts Q3 revenue between $12.6 billion and $13.6 billion, with a midpoint gross margin of approximately 36% and breakeven non-GAAP EPS, citing a cautious approach due to recent ...
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