capital expenditures

“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”

“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 …”

“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…”