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Meta, Google, Amazon, and Microsoft are ramping up their AI capex spend, despite investor concerns that it's undermined by ...

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Arm Holdings beat views, but tumbled late. That's after ARM stock, Nvidia and other AI chips rebounded Wednesday.

Meta and Microsoft are now spending roughly 30% of their annual revenues on capital expenditures. What are they hoping to get from all that investment?

Microsoft CEO Satya Nadella just reaffirmed his plan to spend $80 billion on AI data centers in 2025, mostly in connection with its OpenAI partnership and cloud computing division. For reference ...