2 Unsung Heroes of Big Tech’s $725 Billion AI Capex Spend | The Motley Fool
By Geoffrey Seiler Publication Date: 2026-06-12 19:00:00 The artificial intelligence (AI) infrastructure market is booming, with big tech companies set…
Tag: Capex
The AI Build‑Out Isn’t Slowing — and NVIDIA Still Sits at the Center of Many Major CapEx Plans
By Joey Frenette Publication Date: 2026-06-03 12:24:00 © BenBen Lam via YouTube The folks floating around the idea of…
Microsoft: Looking Through Legacy Business Noise; Short-Lived Assets Require Elevated Capex
By Johnny Zhang Publication Date: 2026-05-30 07:00:00 Microsoft outlook: Azure growth, $190B capex, and FY2026 FCF resilience. MSFT’s 24x non-GAAP…
Microsoft: Despite Margin Pressure, The Case For Further Capex Investments Strengthens
By Vinay Utham Publication Date: 2026-05-28 03:29:00 Microsoft’s Azure is now uniquely positioned as the only cloud hosting both OpenAI…
Microsoft: The AI Capex Risk Looks Mostly Priced In
By Daniel James Publication Date: 2026-05-24 14:40:00 Microsoft (MSFT) Q3 revenue +18% as Azure jumps 40% and AI run-rate tops…
Opinion: The AI capex conundrum
by Oren Etzioni on May 7, 2026 at 8:31 amMay 7, 2026 at 8:31 am Amazon CEO Andy Jassy at…
Microsoft: Reasons To Be Concerned About Capex ROI
By Hunting Alphas Publication Date: 2026-05-04 17:55:00 Microsoft Corporation benefits from enterprise AI demand and Azure growth, but huge AI…
Amazon vs. Microsoft and the Great AI Capex Divergence
By Omor Ibne Ehsan Publication Date: 2026-05-01 17:36:00 Quick Read Amazon (AMZN) CEO is spending aggressively to secure AI infrastructure…
Big Tech capex ranked: What Alphabet, Amazon, Apple, Meta, and Microsoft are spending as AI investment surges
By Michael Grothaus Publication Date: 2026-05-01 13:10:00 With earnings for five of the world’s biggest tech giants in the rearview…
$1 Trillion in AI Capex Is Coming. Here Are 5 Stocks That Will Feast on the Buildout
By Jeremy Phillips Publication Date: 2026-04-30 11:42:00 Like many investors, I enjoy old Buffett videos for their lessons, but also…