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1.
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)
2.
Meta tanks 9%, Alphabet climbs 7% as each company raises capex spend (cnbc.com)
3.
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)
4.
The Tech Download: Can hyperscalers justify their huge AI capex? (cnbc.com)
5.
When Your AI Hobby Becomes a Supermeme (feeds.content.dowjones.io)
6.
Big Tech sees over $1 trillion wiped from stocks as fears of AI bubble ignite sell-off (cnbc.com)
7.
TSMC Risk (news.ycombinator.com)
8.
The 4 Things You Need for a Tech Bubble (wired.com)
9.
CNBC Daily Open: All about Trump-Xi, Fed cuts and Big Tech earnings (cnbc.com)
10.
CNBC Daily Open: Capex is the number to look at amid Big Tech earnings (cnbc.com)
11.
AI capex is so big that it's affecting economic statistics (news.ycombinator.com)
12.
AI CapEx Is Eating the Economy (news.ycombinator.com)
Today's top topics: cnet openai
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