GoKawiil - Tech News

1.

TSMC fab equipment demand nearly doubles in six months — AI surge pushes 2026 CapEx toward $64B amid tool shortages (tomshardware.com)

2026-09-03 | by Anton Shilov | get NVIDIA GeForce RTX 5070 graphics card → | tags: tsmc, semiconductor equipment, capex

2.

Microsoft Is Leaving Investors Flying Blind on Its AI Businesses (feeds.content.dowjones.io)

2026-08-26 | tags: microsoft, azure, capex

3.

Analysts see 'increasing foundry success conviction' as Intel CEO puts $12 million more of his own money in company — analysts point to accelerating foundry progress and capex expansion (tomshardware.com)

2026-08-13 | by Anton Shilov | tags: intel, foundry, capex

4.

Amazon hikes 2026 capex to $220 billion due to higher memory costs (cnbc.com)

2026-07-30 | by Annie Palmer | tags: amazon web services, memory prices, capex

5.

Amazon on deck to report earnings after the bell with cloud, capex in focus (cnbc.com)

2026-07-30 | by Annie Palmer | tags: amazon web services, aws, capex

6.

Microsoft's AI spending guide is music to our ears, quieting the bears — for now (cnbc.com)

2026-07-30 | by Jeff Marks | tags: microsoft, azure, openai

7.

Only one ‘Magnificent 7’ stock is having a truly magnificent year. The reason may surprise you (feeds.feedburner.com)

2026-07-28 | tags: magnificent 7, apple inc., nasdaq

8.

Google goes cash flow negative for the first time as AI data center buildout increases capex to a staggering $44.9 billion in a single quarter — CFO warns that capex will increase in 2027 as company banks big on TPUs (tomshardware.com)

2026-07-28 | by Luke James | tags: google, alphabet, tpu

9.

Bond market anxiety is growing over AI capex budgets (cnbc.com)

2026-07-24 | by Seema Mody | tags: google, amazon, meta

10.

Tesla falls 14%, Alphabet sinks 6% as AI spending concerns spook investors (cnbc.com)

2026-07-23 | by Arjun Kharpal | tags: alphabet, tesla, elon musk

11.

Mark Zuckerberg says Meta is cutting 8,000 jobs to pay for AI infrastructure — insatiable compute demand means the company can't rule out further headcount reductions (tomshardware.com)

2026-05-01 | by Luke James | get Meta AI Infrastructure Kit → | tags: meta, ai infrastructure, mark zuckerberg

12.

Meta tanks 9%, Alphabet climbs 7% as each company raises capex spend (cnbc.com)

2026-04-30 | by Annie Palmer | get Meta Portal Video Calling → | tags: meta, alphabet, google cloud

13.

Google, Microsoft, Meta, and Amazon capex spending to hit $725 billion in 2026, up 77% from last year — analyst says bear thesis is 'garbage' (tomshardware.com)

2026-04-30 | by Luke James | get Tech Giants Capex Report → | tags: google, microsoft, meta

14.

The Tech Download: Can hyperscalers justify their huge AI capex? (cnbc.com)

2026-02-13 | by Kai Nicol-Schwarz | get Cloud Computing → | tags: billion, capex, market

15.

When Your AI Hobby Becomes a Supermeme (feeds.content.dowjones.io)

2026-02-08 | get Meme Generator → | tags: ai tearing, america, areas

16.

Big Tech sees over $1 trillion wiped from stocks as fears of AI bubble ignite sell-off (cnbc.com)

2026-02-06 | by Kai Nicol-Schwarz | get Artificial Intelligence → | tags: alphabet, amazon, big tech

17.

TSMC Risk (news.ycombinator.com)

2026-01-26 | get Taiwan Semiconductor Manufacturing Company → | tags: capex, demand, hyperscalers

18.

The 4 Things You Need for a Tech Bubble (wired.com)

2025-11-17 | by Lauren Goode | get Smartphones → | tags: calore, capex, goode

19.

CNBC Daily Open: All about Trump-Xi, Fed cuts and Big Tech earnings (cnbc.com)

2025-10-31 | by Yeo Boon Ping | get Microsoft Surface Laptop → | tags: capex, china, powell

20.

CNBC Daily Open: Capex is the number to look at amid Big Tech earnings (cnbc.com)

2025-10-31 | by Yeo Boon Ping | get Microsoft Surface Laptop → | tags: alphabet, billion, capex

21.

AI capex is so big that it's affecting economic statistics (news.ycombinator.com)

2025-10-31 | get Microsoft Surface Laptop → | tags: ai, capex, capital

22.

AI CapEx Is Eating the Economy (news.ycombinator.com)

2025-10-31 | get Microsoft Surface Laptop → | tags: ai, capex, capital