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Microsoft

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.

Alphabet Lifts 2026 AI Capex to $180–$190 Billion as Google Cloud Sales Surge

Nvidia Invests $2 Billion in Marvell to Plug Custom Chips and Optics Into NVLink Fusion

Mercedes Unveils W17 and Confirms Microsoft Deal as F1’s 2026 Era Begins