Musk says the debt-funded GPU purchase will expand SpaceX's AI compute buildout while he predicts a shakeout among smaller cloud providers as credit for AI infr

Apollo chief economist Torsten Slok argues massive AI investment has yet to show returns in the broader corporate economy, feeding doubts about the spending boo

Meta raised its 2026 capital expenditure outlook to $135-145 billion for AI, pushing free cash flow negative and drawing scrutiny of a $9.9 billion legal charge

CoreWeave shares fell and bond yields for emerging cloud providers neared 15% as debt fears hit AI infrastructure, testing Nvidia's vendor-financing model.

Standard Chartered sees the debt-funded share of AI capex rising to 40% in 2027 from 25%, while Morgan Stanley flags a $1.5 trillion funding hole in data center

Big Tech earnings showed continued AI capital expenditure growth, with Morgan Stanley arguing the spending will pay off as key hyperscalers report results.

Surging AI memory demand reshapes chip industry rankings, with SK hynix overtaking Intel in revenue and nearing a US listing.

Amazon says its cloud capacity through 2028 is committed even as it faces a $220 billion capex bill, underscoring demand for AI compute.

The Citadel founder joins a growing chorus of investors questioning the scale of AI capital spending relative to expected returns.

The Nvidia CEO reiterated his forecast for long-term AI infrastructure spending, citing continued demand for accelerated computing.

Investors see political risk to the AI trade as data center opposition grows ahead of the US midterms, with healthcare and power stocks gaining favor.

Spending forecasts keep climbing even as some analysts flag mounting setbacks on the AI data center front.

Power availability and grid capacity are emerging as constraints on AI data center expansion, drawing investor attention to electricity infrastructure.

Microsoft faces a high-stakes earnings report alongside a copyright dispute and UK regulatory scrutiny, with analysts questioning Azure growth against its AI bu

A new study found the two leading AI models disagreed in more than 90% of nearly 500 election races when forced to choose candidates.

The bank's analysis highlights a large funding gap between projected data center investment and the revenue needed to support it.

Facing local opposition to data centers, hyperscalers are changing community engagement terms to win approval for new sites.

The memory maker is moving toward a US listing after overtaking Intel in chip revenue on AI-driven demand.