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Ai Capex

All articles tagged with #ai capex

finance1 month ago•19 min saved

Goldman: AI capex wave to run for years, reshaping Big Tech spending

Goldman Sachs says the surge in AI-driven capital expenditures among leading tech companies isn’t ending anytime soon, with a sustained supply-demand imbalance expected into 2028. The earnings season already showcased hefty spend: Alphabet’s Q2 capex around $44.9 billion (with full-year guidance raised), Tesla’s planned $25 billion for 2026, and SpaceX spending about $18.4 billion in Q2. Higher input costs for memory and chips, plus data-center buildouts, imply elevated capex for the coming years. Investors are advised to focus on returns on invested capital and the potential for multiple expansion as visibility into ROI improves amid ongoing AI infrastructure investments.

via Yahoo Finance|

#ai-capex #alphabet #big-tech

finance2 months ago•20 min saved

AI Spending Lift: JPMorgan Boosts S&P 500 Target to 8,000

JPMorgan strategists lift their S&P 500 target to 8,000—about 3% above the prior close—driven by solid Q2 earnings and AI-capex payoffs from hyperscalers, as cloud growth and backlogs at Alphabet, Amazon, and Microsoft monetize AI spending. They forecast AI capex to account for well over half of the S&P 500’s total capex this year ($1.5 trillion), helping justify higher valuations as the market stays near record highs; other banks are bullish too, with year-end targets in the mid-7,800s and the broader earnings backdrop continuing to support gains.

via Yahoo Finance|

#ai-capex #cloud-growth #earnings

technology2 months ago•21 min saved

SpaceX shares sink to fresh low as AI capex spikes in Q2

SpaceX reported its first earnings as a public company with Q2 revenue of $7.8B and adjusted EBITDA of $3.5B, but capital expenditures jumped to $18.37B, including about $15.8B of AI-related spending—well above expectations and raising questions about returns. JPMorgan flagged potential capex near $200B in 2027–28 even as Elon Musk touted an annual revenue run rate around $100B; Starlink subscriber count surpassed 12M, and SpaceX unveiled a Nvidia-backed AI compute partnership to boost satellite data processing to 250 kW. With a looming insider-lockup potentially adding selling pressure, the stock slid roughly 13.6% to a fresh all-time closing low.

via Yahoo Finance|

#ai-capex #nvidia #spacex