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#capitalallocation — Public Fediverse posts

Live and recent posts from across the Fediverse tagged #capitalallocation, aggregated by home.social.

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  1. TechnologyTrends @technologytrends60.wordpress.com@technologytrends60.wordpress.com ·

    When to Stop a Transformation Program

    One observation I couldn't fully explore here is how often transformation dashboards create a false sense of confidence. Green status reports tell us a programme is executing well, but they rarely tell us whether the programme still deserves to exist. #Leadership #DigitalTransformation

    technologytrends60.wordpress.c

  2. Meta plans up to $145 billion in capital spending during 2026 and $600 billion through 2028 while investors press for clearer returns on AI investment. The company tied Glimmer's launch to a $1 billion community fund, though spending details remain unspecified. What that fund actually funds matters. implicator.ai/meta-muse-glimme #AI #Meta #CapitalAllocation

  3. Google will pay SpaceX $920M monthly for roughly 110,000 Nvidia GPUs through mid-2029. The $30B deal reveals Google's near-term compute shortage despite its own TPU program—and gives SpaceX named revenue before its IPO. The tension between demand and supply may matter more than the headline. implicator.ai/google-signs-30- #AI #CloudComputing #CapitalAllocation

  4. Uncovering the real costs of #fossilfuel production, #greenhousegas emissions , licensing & subsidies - if you make it, you're responsible

    Why a landmark ruling from the world’s top court puts financial markets on notice

    cnbc.com/2025/08/15/climate-wh

    #climateaction #capitalallocation #oil #gas