Thursday, May 21, 2026

#capital expenditure

7 articles

$500B-$700B AI Capex Cycle Exposes Hyperscalers to Write-Down Risk if Monetization Lags

$500B-$700B AI Capex Cycle Exposes Hyperscalers to Write-Down Risk if Monetization Lags

Salvado•May 21, 2026

AI Infrastructure Investment Accelerates as Enterprise Deployment Shifts From Testing to Production

Tech Sector Investment

AI Infrastructure Investment Accelerates as Enterprise Deployment Shifts From Testing to Production

Salvado•Apr 15, 2026

Telecom Operators Pivot to AI Infrastructure with Aggressive Revenue Targets

Sector Performance & Earnings

Telecom Operators Pivot to AI Infrastructure with Aggressive Revenue Targets

Salvado•Apr 10, 2026

Hyperscalers Deploy $216B in AI Capex, Triggering Semiconductor Capacity Race

Commodities & Semiconductors

Hyperscalers Deploy $216B in AI Capex, Triggering Semiconductor Capacity Race

ViaNews Editorial Team (Markets)•Feb 27, 2026

AI Infrastructure Stocks Surge 166-315% While Software Names Tumble in Market Split

Tech Stock Trends

AI Infrastructure Stocks Surge 166-315% While Software Names Tumble in Market Split

ViaNews Editorial Team (Markets)•Feb 23, 2026

Semiconductor Supply Crunch Deepens as AI Memory Demand Triggers $3B Packaging Capex Wave

Technology Sector Trading

Semiconductor Supply Crunch Deepens as AI Memory Demand Triggers $3B Packaging Capex Wave

ViaNews Editorial Team (Markets)•Feb 20, 2026

AI Infrastructure Boom: Meta's Capex Surge and Flow Traders' Deep Learning Push Signal a New Era for Market Participants

AI-Driven Trading & Investment

AI Infrastructure Boom: Meta's Capex Surge and Flow Traders' Deep Learning Push Signal a New Era for Market Participants

ViaNews Editorial Team (Markets)•Feb 19, 2026