Phone call: Google's parent company, Alphabet, expects annual capital expenditures of $195 billion to $205 billion, while analysts predict $20.22 billion. The decline in Google's A-share price expanded to 10% after the announcement.
US AI Capital Expenditure: Is a "Tipping Point" Approaching? Shenwan Hongyuan Macroeconomics 10/27 13:53
Nomura: There is a 75% chance that the arms race will continue. A shortage of storage chips is virtually certain by 2027. Li Jia, 10/25 11:45
AI Capital expenditures hide "rental bills"! Morgan Stanley raises its investment forecast for 2027 to $1.5 trillion Zhang Yaqi 10/16 19:12
AI Fears of a bubble are intensifying, but TSMC provides reassurance: Capital expenditures will exceed $100 billion in the next three years - Bao Yilong 10/16 10:32
Has the return on Amazon's huge AI capital expenditure been underestimated by the market? Zhao Ying 10/12 12:19
