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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.

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

Google Launches 8th‑Gen TPUs Split for Training and Inference

Broadcom Seals 2031 Google TPU Deal as Anthropic Locks In 3.5 GW Starting 2027