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CLOUD INFRASTRUCTURE SPENDING
Amazon's biggest cash burn in history: Why $42 billion vanished in just a year?Amazon has reported the record losses of $42.4 billion free cash flow deficit in the last 12 months ending on September 2026 as spending on...- Nasdaq faces $2 trillion wipeout in October as AI spending fears deepenThe wipeout would amount to slightly more than SpaceX's entire market value. The index has fallen over 5.8% so far in October as the AI tra...
- Explained: Why AI giants Google, Amazon, Intel shares crashed up to 23% in a single dayShares of Alphabet, Amazon and Intel plunged on Thursday as investors fretted over rising AI spending, weakening cash flows and a subdued o...
- Nvidia in talks to give credit support for Nscale's deal with AnthropicNvidia is in talks to offer AI cloud provider Nscale billions of dollars in credit guarantees to support debt funding for a data center ear...
- Cash takes centre stage as investors rethink AI spending boomInvestors are increasingly focused on technology companies' cash generation capabilities to fund artificial intelligence investments. Micro...
- Google shares crash 13% after $9 billion cash burn sparks AI spending fearsAlphabet shares crashed 13% as third-quarter earnings missed expectations due to heavy AI spending and slowing search ad growth. Net profit...
- If you’d invested $1,000 in Oracle stock 20 years ago, here’s how much you’d have todayOracle stock shot up in September 2025 after OpenAI agreed to buy $300 billion of computing power from it over five years. The mood then ch...
- Google's Nvidia chip challenge boosts cloud sales, crimps cash flowThe trade-off, outlined by finance chief Anat Ashkenazi on Alphabet's post-earnings call on Wednesday, offers an early look at the costs of...
- Microsoft, Oracle outshine Alphabet as investors demand AI returnsWall Street increasingly favours technology companies demonstrating financial discipline in AI investments. Microsoft and Oracle gained on ...
- Alphabet's heavy cloud spending drives bigger-than-expected cash burnThe company reported negative free cash flow of $9.07 billion, compared with analysts' estimate of a cash burn of $36 million, according to...
- MSFT stock price today rises after Microsoft earnings beat Wall Street expectations, but is capex still a concern?Microsoft stock rose over 2% in after-hours trading after the company beat quarterly revenue and earnings expectations. Azure revenue grew ...
- Big Tech turning to equity to raise funds for AIMeta plans to raise up to $98 billion to fund AI infrastructure, making it one of the largest equity financing plans ever. Stocks worth onl...
- Oracle expands chip supply deal with Nvidia, adds Google and Cerebras offeringsOracle and Nvidia said the cloud firm will expand to "multi-gigawatt scale" with Nvidia's newest generation of "Vera Rubin" AI servers. The...
- AI bubble bursting or just letting out air? Neoclouds may offer cluesElon Musk has warned that over 200 neocloud companies may face significant challenges, including potential failures and consolidation. Desp...
- Microsoft, Amazon and Google may spend $600 billion on AI in 2026. Will investors see returns?Microsoft, Amazon and Google could spend as much as $600 billion on AI in 2026, but investors want to know whether the massive investment w...
- Anthropic IPO: 5 jaw-dropping numbers investors need to know about $1.5 trillion public offerAnthropic’s planned IPO could test investor appetite for AI amid a potential $1.5 trillion valuation. Revenue growth, substantial losses, $...
- Meta launches $35 billion stock offering to fund AI expansionMeta Platforms has kicked off public offerings nearly reaching $35 billion as part of its ambitious AI expansion strategy. The tech giant a...
- Big Tech’s AI push faces a $1 trillion profit test, says UBSUBS Global Research indicates that major cloud companies must generate an additional $1 trillion in operating profits by 2031. They are exp...
- Big Tech Earnings Week: Will AI spending pay off?Alphabet, Microsoft and Amazon report quarterly results in a crucial week for AI stocks. Investors will track cloud growth, profit margins,...
- Amazon cloud capacity sold out through 2027, CEO Jassy saysAmazon CEO Andy Jassy said on Friday that Amazon Web Services' cloud computing capacity is largely sold out through 2027, with significant ...
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