Results for “AI capex”

2 stories found

Alphabet lost about $500 billion in a day. The AI spending scare, measured

Search growth slowed, capex hit $51 billion a quarter, and investors finally asked the question Big Tech has dodged all year — when does the AI build-out pay for itself?

7h ago · 3 min read

Microsoft's Maia 300 explained: why its own AI chip matters more after Azure's $33 billion quarter

The third-generation Maia is built for inference, claims 40% more tokens per megawatt than leading GPUs, and is headed for multi-gigawatt deployment in 2027. You won't rent one — and that's the point.

11h ago · 2 min read