#capex — Public Fediverse posts
Live and recent posts from across the Fediverse tagged #capex, aggregated by home.social.
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https://www.europesays.com/ch/103163/ UBS cuts Waaree Energies share price target by 30% after downgrade on mounting challenges #BatteryEnergyStorageSystem #BESS #BrokerageReport #capex #IndianStockMarket #ManufacturingCapacity #RenewableEnergy #RenewableEnergyStocks #SolarModules #SolarStocks #TargetPrice #UBS #UBSDowngrade #WaareeEnergies
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Oracle Corp. Downgraded To 'BBB-/A-3' From 'BBB/A | S&P Global Ratings
https://www.spglobal.com/ratings/en/regulatory/article/-/view/sourceId/101695609
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Oracle Corp. Downgraded To 'BBB-/A-3' From 'BBB/A | S&P Global Ratings
https://www.spglobal.com/ratings/en/regulatory/article/-/view/sourceId/101695609
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Oracle Corp. Downgraded To 'BBB-/A-3' From 'BBB/A | S&P Global Ratings
https://www.spglobal.com/ratings/en/regulatory/article/-/view/sourceId/101695609
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Oracle Corp. Downgraded To 'BBB-/A-3' From 'BBB/A | S&P Global Ratings
https://www.spglobal.com/ratings/en/regulatory/article/-/view/sourceId/101695609
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Oracle Corp. Downgraded To 'BBB-/A-3' From 'BBB/A | S&P Global Ratings
https://www.spglobal.com/ratings/en/regulatory/article/-/view/sourceId/101695609
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Samsung brings first Yongin chip fab launch forward to 2029
Samsung Electronics plans to begin operations at its first semiconductor fabrication plant in Yongin in 2029, bringing the…
#EuropeSays #Korea #KR #Samsung #AIData #AIinfrastructure #ArtificialIntelligence(AI) #CAPEX #cloud #Datacenters(DC) #Decentralisation #DRAM #logistics #NationalSecurity #SamsungGroup #semiconductors #SKhynix #SouthKorea #SupplyChain #utilities #WorkforceTechnology
https://www.europesays.com/korea/84055/ -
Can AI answer the $3 trillion question?
Three years ago, Sequoia partner David Cahn was one of the first people to do the math and…
#NewsBeep #News #US #USA #UnitedStates #UnitedStatesOfAmerica #Artificialintelligence #AI #Apollo #ArtificialIntelligence #capex #Sequioa #Technology
https://www.newsbeep.com/us/756539/ -
Can AI answer the $3 trillion question?
Three years ago, Sequoia partner David Cahn was one of the first people to do the math and…
#NewsBeep #News #US #USA #UnitedStates #UnitedStatesOfAmerica #Artificialintelligence #AI #Apollo #ArtificialIntelligence #capex #Sequioa #Technology
https://www.newsbeep.com/us/756539/ -
Can AI answer the $3 trillion question?
Three years ago, Sequoia partner David Cahn was one of the first people to do the math and…
#NewsBeep #News #Artificialintelligence #AI #apollo #ArtificialIntelligence #capex #Sequioa #Technology #UK #UnitedKingdom
https://www.newsbeep.com/uk/685596/ -
File this under, the classic Silicon Valley mantra of ... 'We will never need or want any government support ... unless of course we need a backstop b/c our business model is soooo f'__k'd up it may well collapse ... then we will gladly ask/beg for government support!'
Good Read on "Operation Bailout" (OpenAI offering the US government a 5% stake) and related AI business "Blast Zone" issues. https://www.profgmedia.com/p/two-red-flags #AI #OpenAI #ProfGMedia #Meta #USGov #Bailout #Oracle #Anthropic #BusinessModel #CapEx #SiliconValley #VCs #OperationBailout #BlastZone #PEmultiples #TechBubble #RedFlags
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File this under, the classic Silicon Valley mantra of ... 'We will never need or want any government support ... unless of course we need a backstop b/c our business model is soooo f'__k'd up it may well collapse ... then we will gladly ask/beg for government support!'
Good Read on "Operation Bailout" (OpenAI offering the US government a 5% stake) and related AI business "Blast Zone" issues. https://www.profgmedia.com/p/two-red-flags #AI #OpenAI #ProfGMedia #Meta #USGov #Bailout #Oracle #Anthropic #BusinessModel #CapEx #SiliconValley #VCs #OperationBailout #BlastZone #PEmultiples #TechBubble #RedFlags
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File this under, the classic Silicon Valley mantra of ... 'We will never need or want any government support ... unless of course we need a backstop b/c our business model is soooo f'__k'd up it may well collapse ... then we will gladly ask/beg for government support!'
Good Read on "Operation Bailout" (OpenAI offering the US government a 5% stake) and related AI business "Blast Zone" issues. https://www.profgmedia.com/p/two-red-flags #AI #OpenAI #ProfGMedia #Meta #USGov #Bailout #Oracle #Anthropic #BusinessModel #CapEx #SiliconValley #VCs #OperationBailout #BlastZone #PEmultiples #TechBubble #RedFlags
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File this under, the classic Silicon Valley mantra of ... 'We will never need or want any government support ... unless of course we need a backstop b/c our business model is soooo f'__k'd up it may well collapse ... then we will gladly ask/beg for government support!'
Good Read on "Operation Bailout" (OpenAI offering the US government a 5% stake) and related AI business "Blast Zone" issues. https://www.profgmedia.com/p/two-red-flags #AI #OpenAI #ProfGMedia #Meta #USGov #Bailout #Oracle #Anthropic #BusinessModel #CapEx #SiliconValley #VCs #OperationBailout #BlastZone #PEmultiples #TechBubble #RedFlags
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File this under, the classic Silicon Valley mantra of ... 'We will never need or want any government support ... unless of course we need a backstop b/c our business model is soooo f'__k'd up it may well collapse ... then we will gladly ask/beg for government support!'
Good Read on "Operation Bailout" (OpenAI offering the US government a 5% stake) and related AI business "Blast Zone" issues. https://www.profgmedia.com/p/two-red-flags #AI #OpenAI #ProfGMedia #Meta #USGov #Bailout #Oracle #Anthropic #BusinessModel #CapEx #SiliconValley #VCs #OperationBailout #BlastZone #PEmultiples #TechBubble #RedFlags
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1 Bloomberg’s #JohnAuthers: In the US, #capex on everything other than #tech is actually falling. That might suggest that the #AI boom is leading to #malinvestment. 🧵
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1 Bloomberg’s #JohnAuthers: In the US, #capex on everything other than #tech is actually falling. That might suggest that the #AI boom is leading to #malinvestment. 🧵
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1 Bloomberg’s #JohnAuthers: In the US, #capex on everything other than #tech is actually falling. That might suggest that the #AI boom is leading to #malinvestment. 🧵
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telegraph.co.uk:
Financial stability could ... be at risk in the event of an AI bust,” the BIS said. “Should hyperscalers slow or halt the aggressive pace of capex deployment, many borrowers across the supply chain could struggle to replace lost revenue and service their debt. #shadow banking #private equity #bets #capex -
telegraph.co.uk:
Financial stability could ... be at risk in the event of an AI bust,” the BIS said. “Should hyperscalers slow or halt the aggressive pace of capex deployment, many borrowers across the supply chain could struggle to replace lost revenue and service their debt. #shadow banking #private equity #bets #capex -
telegraph.co.uk:
Financial stability could ... be at risk in the event of an AI bust,” the BIS said. “Should hyperscalers slow or halt the aggressive pace of capex deployment, many borrowers across the supply chain could struggle to replace lost revenue and service their debt. #shadow banking #private equity #bets #capex -
telegraph.co.uk:
Financial stability could ... be at risk in the event of an AI bust,” the BIS said. “Should hyperscalers slow or halt the aggressive pace of capex deployment, many borrowers across the supply chain could struggle to replace lost revenue and service their debt. #shadow banking #private equity #bets #capex -
💰 Oracle's AI datacenter splurge gives investors the capex jitters
｢ Despite revenue for Q4 (ended May 31) rising 21 percent year-on-year to $19.2 billion, Oracle's share price fell as markets reacted to its increasing capex, as analysts raised concerns about how Big Red would fund the investments in datacenters. Capex for fiscal 2026 reached $55.7 billion, up from $21.2 billion a year earlier. ｣
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💰 Oracle's AI datacenter splurge gives investors the capex jitters
｢ Despite revenue for Q4 (ended May 31) rising 21 percent year-on-year to $19.2 billion, Oracle's share price fell as markets reacted to its increasing capex, as analysts raised concerns about how Big Red would fund the investments in datacenters. Capex for fiscal 2026 reached $55.7 billion, up from $21.2 billion a year earlier. ｣
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💰 Oracle's AI datacenter splurge gives investors the capex jitters
｢ Despite revenue for Q4 (ended May 31) rising 21 percent year-on-year to $19.2 billion, Oracle's share price fell as markets reacted to its increasing capex, as analysts raised concerns about how Big Red would fund the investments in datacenters. Capex for fiscal 2026 reached $55.7 billion, up from $21.2 billion a year earlier. ｣
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💰 Oracle's AI datacenter splurge gives investors the capex jitters
｢ Despite revenue for Q4 (ended May 31) rising 21 percent year-on-year to $19.2 billion, Oracle's share price fell as markets reacted to its increasing capex, as analysts raised concerns about how Big Red would fund the investments in datacenters. Capex for fiscal 2026 reached $55.7 billion, up from $21.2 billion a year earlier. ｣
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💰 Oracle's AI datacenter splurge gives investors the capex jitters
｢ Despite revenue for Q4 (ended May 31) rising 21 percent year-on-year to $19.2 billion, Oracle's share price fell as markets reacted to its increasing capex, as analysts raised concerns about how Big Red would fund the investments in datacenters. Capex for fiscal 2026 reached $55.7 billion, up from $21.2 billion a year earlier. ｣
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117 ИТ-проектов и один вопрос, который убил большинство из них
117 ИТ-инициатив, 10+ лет горизонта реализации и один вопрос к бизнесу: «Ты готов за эту цифру отвечать?» Разбираю, как через реестр, ресурсную модель, P&L и системные ограничения отсеять проекты, которые съедают людей, бюджет и внимание.
https://habr.com/ru/articles/1044356/
#PMO #ITменеджмент #управлениепроектами #портфельпроектов #PnL #ROI #CAPEX #OPEX #backlog #ресурсноепланирование
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117 ИТ-проектов и один вопрос, который убил большинство из них
117 ИТ-инициатив, 10+ лет горизонта реализации и один вопрос к бизнесу: «Ты готов за эту цифру отвечать?» Разбираю, как через реестр, ресурсную модель, P&L и системные ограничения отсеять проекты, которые съедают людей, бюджет и внимание.
https://habr.com/ru/articles/1044356/
#PMO #ITменеджмент #управлениепроектами #портфельпроектов #PnL #ROI #CAPEX #OPEX #backlog #ресурсноепланирование
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117 ИТ-проектов и один вопрос, который убил большинство из них
117 ИТ-инициатив, 10+ лет горизонта реализации и один вопрос к бизнесу: «Ты готов за эту цифру отвечать?» Разбираю, как через реестр, ресурсную модель, P&L и системные ограничения отсеять проекты, которые съедают людей, бюджет и внимание.
https://habr.com/ru/articles/1044356/
#PMO #ITменеджмент #управлениепроектами #портфельпроектов #PnL #ROI #CAPEX #OPEX #backlog #ресурсноепланирование
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Japan Economic Growth: Global Investment Destination
2. Policy, industrial super-cycle and geopolitics are driving investment Global and regional shifts are reinforcing Japan’s resurgence.…
#EuropeSays #Japan #JP #Economy #Capex #EconomyofJapan #geopolitics #Japan'seconomy #Japaneseeconomy #LindseyColeman #LisaShalett #RuideFigueiredo #SimonSmith #straitofhormuz #TRADE
https://www.europesays.com/japan/31317/ -
#TorstenSlok, chief economist, Apollo Global Management: the #S&P500 #IT sector's share of total index #capex has surged to a record-high 35%, as #hyperscalers race to build out #AI #infrastructure at unprecedented scale
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#TorstenSlok, chief economist, Apollo Global Management: the #S&P500 #IT sector's share of total index #capex has surged to a record-high 35%, as #hyperscalers race to build out #AI #infrastructure at unprecedented scale
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#TorstenSlok, chief economist, Apollo Global Management: the #S&P500 #IT sector's share of total index #capex has surged to a record-high 35%, as #hyperscalers race to build out #AI #infrastructure at unprecedented scale
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#TorstenSlok, chief economist, Apollo Global Management: the #S&P500 #IT sector's share of total index #capex has surged to a record-high 35%, as #hyperscalers race to build out #AI #infrastructure at unprecedented scale
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#TorstenSlok, chief economist, Apollo Global Management: the #S&P500 #IT sector's share of total index #capex has surged to a record-high 35%, as #hyperscalers race to build out #AI #infrastructure at unprecedented scale
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La encrucijada ferroviaria en Costa Rica
La encrucijada ferroviaria en Costa Rica
El país ha vuelto a comprar una promesa ferroviaria, pero esta vez viene en cuotas y con letra pequeña. La aprobación del financiamiento por $800 millones para el nuevo proyecto de tren eléctrico de pasajeros marca el inicio de una fase que sus defensores llaman “pragmatismo fiscal” y sus detractore [...]#CAPEX #ClaudiaDobles #EncrucijadaFerroviaria #GAM #Opinión #ProyectoDeTrenEléctrico
https://elmundo.cr/opinion/la-encrucijada-ferroviaria-en-costa-rica/
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“the #AI #capex #boom may still be carrying parts of the #economy, but AI #datacenters don’t float above the physical world. They need electricity, transformers, metals, cooling, financing, and political permission.”
RE: https://bsky.app/profile/did:plc:5zca2ola2zxpkw37w4f3wxtu/post/3mlvqm55c6k2i -
“the #AI #capex #boom may still be carrying parts of the #economy, but AI #datacenters don’t float above the physical world. They need electricity, transformers, metals, cooling, financing, and political permission.”
RE: https://bsky.app/profile/did:plc:5zca2ola2zxpkw37w4f3wxtu/post/3mlvqm55c6k2i -
“the #AI #capex #boom may still be carrying parts of the #economy, but AI #datacenters don’t float above the physical world. They need electricity, transformers, metals, cooling, financing, and political permission.”
RE: https://bsky.app/profile/did:plc:5zca2ola2zxpkw37w4f3wxtu/post/3mlvqm55c6k2i -
“the #AI #capex #boom may still be carrying parts of the #economy, but AI #datacenters don’t float above the physical world. They need electricity, transformers, metals, cooling, financing, and political permission.”
RE: https://bsky.app/profile/did:plc:5zca2ola2zxpkw37w4f3wxtu/post/3mlvqm55c6k2i -
“the #AI #capex #boom may still be carrying parts of the #economy, but AI #datacenters don’t float above the physical world. They need electricity, transformers, metals, cooling, financing, and political permission.”
RE: https://bsky.app/profile/did:plc:5zca2ola2zxpkw37w4f3wxtu/post/3mlvqm55c6k2i -
Exministro Mauricio Batalla asegura que nuevo tren es “más financiable y ejecutable”
Exministro Mauricio Batalla asegura que nuevo tren es “más financiable y ejecutable”
San José, 13 may (elmundo.cr) – El exministro de Obras Públicas y Transportes, Mauricio Batalla, defendió este martes la viabilidad del nuevo proyecto ferroviario impulsado por el Gobierno y cuestionó [...]#CAPEX #CostaRica #Destacada #MauricioBatalla #OPEX #ProyectoDelTrenEléctrico #SubsidioOperativo
