According to a recently published report by Dell'Oro Group, the trusted source for market information about the telecommunications, security, networks, and data center industries, worldwide data ...

Q4 2025 Management View Bezhalel Machlis, President & CEO, emphasized the company's double-digit growth across all key metrics, highlighting record free cash flow and a substantial increase in order ...

Tech's megacaps announced major increases in capex spend for 2026, and now investors are preparing for cash to dwindle.

The rapid growth of massive-scale technology infrastructure has transformed the financial management of cloud technology into ...

In an analysis using financial disclosures tied to OpenAI and Anthropic, Barclays attempted to estimate implied chip spending by hyperscalers rather than relying on models based o ...

With the projection, Alphabet is resetting the year's expectations for how it'll spend in 2026 and testing its favor with Wall Street. The company said in October that it expected "a significant ...

US hyperscaler capex will reach $700 billion in 2026 but investors worry that aggressive spending could lead to overbuild and weak returns, according to a new report from Moody’s Ratings. Moody’s said ...

Big tech companies’ capital expenditure (capex) on AI has become so large that it is at risk of making some companies go cash-flow negative, a “red flag” for stock valuations, according to analysts at ...

By Anhata Rooprai and Krystal Hu Feb 26 (Reuters) - CoreWeave expects capital expenditure to double this year, it said on ...