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Corporate Strategy

AI Capex Surge Splits Market Between Revenue Winners and Cash‑Strained Spenders

Investor confidence has risen after Amazon and Microsoft showed that heavy AI spending can drive revenue growth.

HPE’s Blockbuster Quarter Re-rates AI Hardware Stocks as Alphabet Launches $80B Raise

Alibaba Ups AI Spend and Adopts Nvidia’s Physical-AI Stack as Compute Alliances Accelerate