Pith Wave Signal

5 stories tagged #Capex

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  1. Goldman Sachs: Private Capital to Fuel AI Data Center Boom
    finance

    Goldman Sachs: Private Capital to Fuel AI Data Center Boom

    Goldman Sachs forecasts private infrastructure and real estate capital will play a larger role in financing the surging AI data center boom.

    13h ago 1 min read
  2. AI Spending Spree Defies Economic Gravity, Morgan Stanley Warns
    finance

    AI Spending Spree Defies Economic Gravity, Morgan Stanley Warns

    Morgan Stanley flags $800B AI capex as inflation-resistant, challenging Fed policy and traditional market signals.

    last wk. 1 min read
  3. ByteDance Boosts 2026 AI Budget 25% to $30B
    tech

    ByteDance Boosts 2026 AI Budget 25% to $30B

    TikTok's parent company plans to spend $30 billion on AI models and chips, competing with Meta and Oracle in the global AI arms race.

    3w ago 1 min read
  4. Alphabet Q1 Earnings Surge: Google Cloud Revenue Jumps 63%
    finance

    Alphabet Q1 Earnings Surge: Google Cloud Revenue Jumps 63%

    Alphabet's Q1 2026 earnings beat estimates, driven by Google Cloud's 63% revenue jump to $20 billion, fueled by AI infrastructure demand.

    last mo. 1 min read
  5. Alphabet's Cloud Surge Powers Strong Q1 Earnings Beat
    tech

    Alphabet's Cloud Surge Powers Strong Q1 Earnings Beat

    Alphabet's Q1 results exceed expectations, driven by a 63% jump in Google Cloud revenue fueled by AI solutions and enterprise infrastructure.

    last mo. 2 min read