Capital Expenditures
topic on 3 shows · 5 statements across 4 episodes
Acquired 
Catalyst 
Big Technology
5 statements about Capital Expenditures, every show
Morris: Microsoft on track for $140B CapEx this fiscal year
“Microsoft is on track to spend a hundred and forty billion this fiscal year, which their fiscal year is a bit weird. It runs from to June instead of to December. And that's pretty much with on track with what they spent in the last quarter of last year, which …”
Morris: Meta to double annual CapEx to $135 billion
“Meta double is going to double this year. It's capex. So like spending on data centers and chips and servers and everything that goes into supporting that upgrading power structure, it's going to double it to one hundred and thirty five billion, you know, from…”
Oracle Reports Datacenter Capex Will Outpace Revenue for Several Quarters
“Oracle brought delivered some earnings this week and said that its capital expenditures, this is from the journal on data centers will outrun revenue for several quarters to come”
Reed: Utility regulations incentivize building new transmission over maximizing existing systems
“You can get a rate of return on new capital expenditures, which is new transmission lines, but you don't get that same benefit as an investor-owned utility for just maximizing what you already have in your system, right? In most places, right?”
Mauboussin: US Corporate Intangible Investments Reached $2 Trillion in 2021
“Back in 2001. So the year the first book came out capital expenditures and intangible investments. And this is for like called the Russell 3000. So basically us public companies Was about the same amount, 636 hundred and forty billion, something like that. So …”