#ai-spending

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Artificial intelligence
fromwww.itpro.com
2 days ago

Government CIOs prepare for big funding boosts as AI takes hold in the public sector

Majority of non-U.S. government CIOs expect budget increases driven by AI, cybersecurity, cloud transformation, and deployment of agentic AI.
#meta-platforms
Business
fromInvestor's Business Daily
3 weeks ago

Meta Stock Falls Again As Social Media Giant Replaces Amazon As Magnificent Seven Laggard

Meta stock has plunged after Q3 results and rising AI and data-center spending, making it the worst-performing Magnificent Seven member year-to-date.
Artificial intelligence
from24/7 Wall St.
1 week ago

Microsoft and Amazon Got Hit With Huge Downgrades-Why I'd Buy Anyway

Microsoft and Amazon shares fell after downgrades citing heavy AI spending and uncertain returns, presenting potential buying opportunities despite market panic.
#nvidia
from24/7 Wall St.
2 weeks ago

3 Monthly Dividend Stocks With Big Upside Potential

All that revenue growth may slow down if hyperscalers abruptly scale back their AI buildout plans. , for example, carried more debt on its balance sheet than cash in Q2 due to the aggressive AI expenditure. In Q4 2024, it had a net cash position of almost $22 billion. This is being called "Big Tech's debt boom" as the cash flow is not enough to fund data center development.
Real estate
fromFuturism
4 weeks ago

Meta Stock Plummets as Investors Horrified at How Much Zuckerberg Is Spending on Misfired AI

Mark Zuckerberg's Meta is spending untold billions on infrastructure and top talent for its AI ambitions. In fact, the CEO announced during the company's earnings call on Wednesday, Meta will be spending between $70 billion and $72 billion on AI this year - up from its previous estimate of $66 billion to $72 billion, as CNBC reports. Unsurprisingly, that cash bonfire isn't going over well with investors.
Artificial intelligence
Artificial intelligence
fromBusiness Insider
4 weeks ago

How some of the world's biggest tech companies stacked up during earnings season

Big Tech earnings reveal heavy AI-driven investment, rapid chatbot growth (Gemini), and investor concern about massive infrastructure spending and ROI.
Business
fromFortune
1 month ago

'Big Short' investor Steve Eisman warns the U.S. economy is a 'tale of two cities' that 'is not even growing 50 basis points outside of AI' | Fortune

U.S. GDP growth heavily relies on AI infrastructure spending; excluding AI gains reveals near-zero real growth and widespread consumer financial stress.
Venture
fromTechCrunch
1 month ago

A new a16z report looks at which AI companies startups are actually paying for | TechCrunch

Startups spend across diverse AI-native tools, prioritizing human augmentors/copilots for productivity, with OpenAI and Anthropic leading vendor spending.
fromTheregister
2 months ago

AI in your toaster: Gartner tips $1.5T global spend in 2025

When we put it in perspective, think of everything currently running on servers in the world, the traditional ones: every bank, every transaction through Visa or ATMs, everything that the government does for you, every retail purchase, the entire coordination of the supply chains around the world, every piece of payroll, unified communication, social streaming services and gaming. They all run on servers.
Tech industry
Artificial intelligence
fromZDNET
2 months ago

Worldwide AI spending could hit $1.5 trillion by the end of 2025

Global AI spending will exceed $2 trillion by 2026, driven by GenAI smartphones, AI services growth, and hyperscalers' investments in AI-optimized infrastructure.
#openai
fromFuturism
2 months ago

If the AI Industry Fails, It Could Take the Rest of Us Down With It

Though Meta, Amazon, Microsoft, Google, and Tesla are expected to have spent some $560 billion on AI development by the beginning of next year, their collective revenue from AI comes in at a paltry $35 billion. In the first half of 2025, the Atlantic notes, business spending on AI added more to GDP growth in the United States than all consumer spending combined.
Artificial intelligence
fromBusiness Insider
3 months ago

The AI spending boom is boosting US GDP - and potentially hiding looming problems

Researchers at Pantheon Macroeconomics found that AI-related spending accounted for a 0.5 percentage point difference in annualized GDP growth for the first half of the year.
Tech industry
fromFortune
3 months ago

AI spending added 0.5% to GDP growth and the Magnificent 7 stocks are driving the market

The S&P 500 is up 10% year-to-date, powered by the 'Magnificent Seven' tech giants whose foreign-heavy revenues are being boosted by the weaker dollar. Concentration in the top 10 stocks is at its highest since the 1960s, with earnings strength - 83% of companies beating estimates - driving sentiment.
US politics
Apple
fromFortune Asia
4 months ago

TSMC revenue climbs 39% in latest sign of AI spending boom

TSMC's June quarter revenue increased by 39%, driven by strong demand in AI-related chip manufacturing.
from24/7 Wall St.
4 months ago

3 European Companies To Invest In Today

ASML plays a key role in the semiconductor industry, creating lithography systems that are essential for chip production, particularly as AI spending escalates globally.
E-Commerce
E-Commerce
from24/7 Wall St.
4 months ago

Why Taiwan Semiconductor (NYSE: TSM) Is Poised to Smash Earnings Expectations

Taiwan Semiconductor's May revenue grew 40%, surpassing expectations amid geopolitical uncertainty.
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