Learn about some major tech companies that are hyperscaling their capital expenditures, including Alphabet, Amazon, and Microsoft, and what they're spending on.

HSBC CEO Georges Elhedery warns that revenue profiles do not justify massive AI investments. Both Elhedery and General Atlantic’s William Ford stress that productivity benefits and revenue gains will ...

This article follows the one I recently published with the title "I Traced The AI Capex, And Found 6 Profit Pools (One Is An Asymmetric Bet)". It has been one of my most-read pieces with strong ...

Ordinarily, I have used gross rather than net capital expenditures in my free cash flow calculations. Recently, an article made me rethink my choice of CapEx figures. Here I explain why, perhaps, net ...