Cloud earnings bring capex clarity, concern and confusion
This winter’s 2026 hyperscale earnings prints from Meta Platforms Inc., Microsoft Corp,, Alphabet Inc. and Amazon.com Inc. made it quite clear that capital expenditures are accelerating. Combined, these four firms will spend more than $615 billion in capex th…
This winters 2026 hyperscale earnings prints from Meta Platforms Inc., Microsoft Corp,, Alphabet Inc. and Amazon.com Inc. made it quite clear that capital expenditures are accelerating. Combined, the… [+34429 chars]