#Big Tech capex

AI Hardware

$106 Billion AI Spend: History's Next Bust?

$106 billion in one quarter. Five tech giants betting the farm on AI. But is this infrastructure goldmine or another dot-com disaster?

AI Hardware

Big Tech's $500 Billion AI Bet: Will 2026 Deliver the Payoff?

Half a trillion bucks on AI infrastructure next year. Sounds insane—until you remember Silicon Valley's history of torching cash before the real money rolls in.