Compute financed against revenue that has not arrived will be repriced. Gartner expects nearly $1 trillion of AI infrastructure spend this year and $6 trillion more by 2030, needing $8.5 trillion in revenue. It sees $3.6 trillion. Do not sign long. #AIInfrastructure #CapEx

#infrastructure #AI #ArtificialIntelligence #investing #capex #debt #datacenters #DataCenters #finance #bonds

#Anthropic #OPenAI #AI #ArtificialIntelligence #valuation #StockMarket #investors #AIInfrastructure #capex

Capital Expenditure of major tech giants

#ai #capex #msft #meta #amzn

2/8 GST rationalisation followed the US tariff shock. Labour-code implementation came years after the statutes were passed.

#Capex

Who gets stuck holding the bag?

#ai #capex #gigawatt

#AI #capex
Current consensus contemplates a different scenario in 2027, featuring significant deceleration in growth rates. While upside surprises could again fuel markets, chart #MorganStanley

It's only getting worse with #SpaceX and now he bought LF waves under #spectrum bc he wants #Starlink to be a more viable #mobiletech company which means he's going to require much more #capex infrastructure investment.

Here we go again with funding rounds for mega capex via government contracts.

1 Torsten Slok, chief economist, Apollo Global Management, The #US and #Europe have fundamentally different roles in the #AI #economy. One is building it, and the other is using it. The US dominates on every supply-side measure: #hyperscaler #capex approaching $800 billion in 2026 … 🧵

💰️ This Graph of Data Center Spending Compared to All Other Construction Will Give You Chills futurism.com/future-socie...

#ai #datacenters #capex

F1 Cost Cap Clash: Mercedes, McLaren Reject Sliding Scale
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https://nile1.com/f1-cost-cap-clash-mercedes-mclaren-reject-sliding-scale/
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#balanceOfPerformance #budgetCap #capex #formula1 #jamesVowles #mclaren #mercedes #totoWolff #williams #zakBrown

Next and last vending event of the year!
I'll be in Artist Alley with the peeps @tofugrilled.bsky.social n @karenaikara.bsky.social
.
☠️Come find me at booth A13☠️
.
#CapEx #CapEx2026 #ArtistAlley #ComicCon #ChicoCA

Will sell out the CAPEX Infrastructure:
capex.seosiri.com
#CAPEX #Finance #DigitalInfrastructure #Sales @seosiri.com

This understanding, amid the #AI - #capex boom, has many suggesting the #Fed can afford to raise rates much more than implied by the #FOMC “dot plot.

So I would rewrite #IanRHarnett 's statement as: #real yields and corporate #capex can rise together when a strong investment cycle raises both expected returns and the demand for investment. This does not contradict the neg partial effect of the cost of capital on investment.

Uncertainty shouldn’t shrink your retail ambitions. It should sharpen your CAPEX strategy. Invest where every square foot can work harder, convert better, and create lasting value.

#RetailCAPEX #retailstrategy #retailbranding #retailmarketing #storeexpansion #retailexpansion #capex #retailagency

🚀 Shaft Sinking Costs Rise as Deep Mining Projects Multiply Globally
🔎 Read the full update:
➡️https://miningir.com/shaft-sinking-costs-rise-as-deep-mining-projects-multiply-globally/

#ShaftSinking #DeepMining #MiningCosts #UndergroundMining #Capex #MiningIndustry #Geotechnical #ShaftBori

Hold up, did you know Google, Amazon, and Meta have doubled their annual AI spending in just five years? That massive capex surge is now

#Market #Anxiety #Growing #Capex #Budgets

Goldman says tech will spend $7.6T on AI infra by 2031. Meanwhile my entire data center is a 2018 MacBook balanced on an ice pack and a fan. We produce the exact same amount of value: none. #GoldmanSachs #Capex #TechSlop