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Deals & Earnings

M&A, financings, IPOs and earnings coverage across AI infrastructure.

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.

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.