Hyperscaler Capex Tracker: Big Tech's 2026 AI Spending
Quarterly AI capex for Microsoft, Alphabet, Meta and Amazon: latest reported spending, 2026 guidance, what changed and when each company reports next.
AI
AI models, platforms and the companies monetizing them.
Weekend Recap: AI Demand Holds Up as AI Financing Costs Climb
Chipmakers reported strong orders this week while chip stocks and AI-infrastructure debt sold off.
TSMC Tops Its Own Forecast as AI Demand Holds Up, but 2nm Ramp Trims Margins
TSMC's Q3 revenue topped its own guidance on strong AI demand, while the 2nm ramp and overseas fabs weigh on gross margin.