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AI Infrastructure

Tech Giants Report AI-Driven Beats as Capex Soars and Markets Climb

Heavy AI infrastructure spending will squeeze cash flow even with multi‑year revenue locked in by huge backlogs.

Analysts Reaffirm Amazon on AI-Led AWS Expansion Despite Elevated Capex

Amazon’s $200 Billion AI Buildout Triggers Broad Tech Selloff

Alphabet Set to Report Q4 Results as Investors Eye AI Payoff

Cipher Mining Signs 15-Year $5.5 Billion AWS Lease to Power AI Shift

AI Buildout Accelerates as Alphabet Hits $100 Billion and Amazon Raises 2025 Capex

Apple Delivers Strong Q3 as Tariff Costs Rise and AI Lags