Tag

#capex

Articles tagged capex.

Markets & Money

Circular Reasoning: The AI Boom Is Starting to Fund Itself

Memory makers are now equity investors in the AI lab that buys their chips. Hank Reed on why circular financing is the oldest tell in the bubble playbook.

Hank Reed
Big Tech

Hyperscaler, Explained: Who Counts, What They Spend, and Why They Move the AI Market

A hyperscaler is one of the handful of cloud providers operating at a scale that reshapes markets just by their purchasing decisions. Here is who they are and why their capex matters.

Sam Whitaker
Markets & Money

Three Headlines in One Week That Tell You the AI Build-Out Just Hit a Cycle Marker

Nvidia beat earnings handily. Meta laid off 8,000. Samsung went on strike. Three headlines, one story: the AI cycle is rewiring real labor and real supply chains, fast.

Hank Reed
Markets & Money

The AI Power Build-Out Is the Largest Energy Project in American History

Five companies are spending $400B on AI infrastructure this year, half of it on the electricity to run it. Nobody is calling this the energy story it actually is.

Hank Reed