#capitalspending — Public Fediverse posts

CNBC: Dwindling cash and soaring memory costs: Tech’s AI buildout has ballooning price tag. “AI spending among the megacaps is projected to reach $765 billion this year, before rising to nearly $1.2 trillion in 2027, according to Goldman Sachs. Amazon boosted its capital spending forecast for the year on Thursday to $220 billion, the highest among the four hyperscalers.”

CNBC: Dwindling cash and soaring memory costs: Tech’s AI buildout has ballooning price tag. “AI spending among the megacaps is projected to reach $765 billion this year, before rising to nearly $1.2 trillion in 2027, according to Goldman Sachs. Amazon boosted its capital spending forecast for the year on Thursday to $220 billion, the highest among the four hyperscalers.”

Tesla swung to negative free cash flow of $1.1B in Q2 after capital spending nearly doubled. The company is now arranging up to $30B in debt capacity as spending accelerates further. A shift worth watching for a historically cash-generative business. https://www.implicator.ai/tesla-arranges-up-to-30-billion-in-debt-as-free-cash-flow-turns-negative/ #Tesla #CapitalSpending #CashFlow

Alphabet's Gemini app hit 950M monthly users this quarter—but the company posted its first negative free cash flow since going public in 2004. Heavy AI infrastructure spending ($44.9B) is reshaping how tech giants measure progress. https://www.implicator.ai/google-says-gemini-reached-950-million-monthly-users-as-cash-flow-turned-negative/ #AI #BigTech #CapitalSpending

Alphabet's Gemini app hit 950M monthly users this quarter—but the company posted its first negative free cash flow since going public in 2004. Heavy AI infrastructure spending ($44.9B) is reshaping how tech giants measure progress. https://www.implicator.ai/google-says-gemini-reached-950-million-monthly-users-as-cash-flow-turned-negative/ #AI #BigTech #CapitalSpending

2 Bloomberg: But growth has come at a cost. Alphabet’s #capitalspending is projected to more than double this year to $187 billion, and like many of its peers it’s increasingly turning to #debt and #equity #markets to fund it. The stock is up 11% this year, but -14% from a May peak. #Alphabet

2 “While the milestone suggests that #AI companies are beginning to cover the cost of their #capitalspending, the #margins are thin. #Depreciation charges still consume more than two thirds of revenue, leaving a small buffer to cover other costs such as power, labor and financing.”

The timeline matters here: Meta is pouring up to $145 billion into AI this year with promised results by December, but the model catching GPT-5.5 is still unreleased. Watch whether the four-month stall in agent development breaks in the next quarter. https://www.implicator.ai/meta-admits-its-8-000-layoff-reorg-hasnt-delivered-even-as-its-next-model-catches-gpt-5-5/ #AI #CapitalSpending #Efficiency

The timeline matters here: Meta is pouring up to $145 billion into AI this year with promised results by December, but the model catching GPT-5.5 is still unreleased. Watch whether the four-month stall in agent development breaks in the next quarter. https://www.implicator.ai/meta-admits-its-8-000-layoff-reorg-hasnt-delivered-even-as-its-next-model-catches-gpt-5-5/ #AI #CapitalSpending #Efficiency

2 Desjardins: #Residential #investment was down another 8% annualized in Q1, while non-residential #business #capitalspending declined 3%. #Government investment also fell, reversing some of the defense-driven surge seen in the second half of 2025. 🧵 #cdnecon

Japan’s economy expanded in the final quarter of 2025 more than initially reported thanks to stronger corporate investment, as Prime Minister Sanae Takaichi urges further spending to develop key industries. https://www.japantimes.co.jp/business/2026/03/10/economy/japan-revised-gdp-oct-dec-expansion/?utm_medium=Social&utm_source=mastodon #business #economy #economicindicators #gdp #japaneseeconomy #capitalspending #investments #sanaetakaichi

Japan’s economy expanded in the final quarter of 2025 more than initially reported thanks to stronger corporate investment, as Prime Minister Sanae Takaichi urges further spending to develop key industries. https://www.japantimes.co.jp/business/2026/03/10/economy/japan-revised-gdp-oct-dec-expansion/?utm_medium=Social&utm_source=mastodon #business #economy #economicindicators #gdp #japaneseeconomy #capitalspending #investments #sanaetakaichi

Japan’s biggest companies increased capital spending in the final quarter of last year, indicating firmer corporate sentiment as Prime Minister Sanae Takaichi pushes for more investment in strategic sectors. https://www.japantimes.co.jp/business/2026/03/03/economy/japan-capex-up-october-december/?utm_medium=Social&utm_source=mastodon #business #economy #economicindicators #japaneseeconomy #capitalspending #investments #sanaetakaichi

Japan’s biggest companies increased capital spending in the final quarter of last year, indicating firmer corporate sentiment as Prime Minister Sanae Takaichi pushes for more investment in strategic sectors. https://www.japantimes.co.jp/business/2026/03/03/economy/japan-capex-up-october-december/?utm_medium=Social&utm_source=mastodon #business #economy #economicindicators #japaneseeconomy #capitalspending #investments #sanaetakaichi

2 Bloomberg: There are signs, however, that #tech is poised for further gains. #TaiwanSemi is the latest example. The company, a bellwether for the #AI boom, said today it plans as much as $56 billion of #capitalspending this year, a sign that the the #datacenter spree isn’t about to let up #markets

2 Bloomberg: There are signs, however, that #tech is poised for further gains. #TaiwanSemi is the latest example. The company, a bellwether for the #AI boom, said today it plans as much as $56 billion of #capitalspending this year, a sign that the the #datacenter spree isn’t about to let up #markets

Japanese businesses trimmed back capital spending over the summer after five straight quarters of gains, in a sign of cooling corporate sentiment as higher U.S. tariffs take a toll on a sputtering economy. https://www.japantimes.co.jp/business/2025/12/01/economy/japan-capex-down-september/?utm_medium=Social&utm_source=mastodon #business #economy #economicindicators #capitalspending #japaneseeconomy #financeministry #boj #gdp

Japanese businesses trimmed back capital spending over the summer after five straight quarters of gains, in a sign of cooling corporate sentiment as higher U.S. tariffs take a toll on a sputtering economy. https://www.japantimes.co.jp/business/2025/12/01/economy/japan-capex-down-september/?utm_medium=Social&utm_source=mastodon #business #economy #economicindicators #capitalspending #japaneseeconomy #financeministry #boj #gdp

Amazon’s Anthropic investment boosts its quarterly profits by $9.5B - Amazon just opened Project Rainier, one of the world’s largest AI compute clusters, in... - https://www.geekwire.com/2025/amazons-anthropic-investment-boosts-its-quarterly-profits-by-9-5b/ #artificialintelligence #technologyindustry #aiinfrastructure #capitalspending #cloudcomputing #projectrainier #freecashflow #datacenters #anthropic #microsoft #earnings #amazon #airace #claude #google #openai #aws

Amazon’s Anthropic investment boosts its quarterly profits by $9.5B - Amazon just opened Project Rainier, one of the world’s largest AI compute clusters, in... - https://www.geekwire.com/2025/amazons-anthropic-investment-boosts-its-quarterly-profits-by-9-5b/ #artificialintelligence #technologyindustry #aiinfrastructure #capitalspending #cloudcomputing #projectrainier #freecashflow #datacenters #anthropic #microsoft #earnings #amazon #airace #claude #google #openai #aws

Japan Likely Eked Out Growth Last Quarter Even as Tariffs Hit

Japan’s economy likely managed to avoid falling into a recession by posting modest growth in the second quarter, as domestic demand led by capital spending offset the …
#Japan #JP #JapanNews #BANKOFJAPAN/THE #CapitalInvestment #CapitalSpending #DonaldJohnTrump #economics #exports #gdp #government #JapanTopics #news #politics #ShigeruIshiba
https://www.alojapan.com/1345737/japan-likely-eked-out-growth-last-quarter-even-as-tariffs-hit/

https://www.alojapan.com/1345737/japan-likely-eked-out-growth-last-quarter-even-as-tariffs-hit/ Japan Likely Eked Out Growth Last Quarter Even as Tariffs Hit #BANKOFJAPAN/THE #CapitalInvestment #CapitalSpending #DonaldJohnTrump #economics #exports #gdp #government #Japan #JapanNews #JapanTopics #news #politics #ShigeruIshiba Japan’s economy likely managed to avoid falling into a recession by posting modest growth in the second quarter, as domestic demand led by capital spending offset the drag from US tariffs, according to economists su

Microsoft reaches $4 trillion valuation — for a moment, at least — after big earnings report - Microsoft stock reached a new milestone after its Q4 FY25 earnings report. (GeekW... - https://www.geekwire.com/2025/microsoft-reaches-4-trillion-valuation-for-a-moment-at-least-after-big-earnings-report/ #artificialintelligence #microsoftvaluation #microsoftearnings #capitalspending #cloudcomputing #microsoftazure #microsoftstock #aiinvestment #azuregrowth #stockmarket #techstocks #microsoft

Microsoft reaches $4 trillion valuation — for a moment, at least — after big earnings report - Microsoft stock reached a new milestone after its Q4 FY25 earnings report. (GeekW... - https://www.geekwire.com/2025/microsoft-reaches-4-trillion-valuation-for-a-moment-at-least-after-big-earnings-report/ #artificialintelligence #microsoftvaluation #microsoftearnings #capitalspending #cloudcomputing #microsoftazure #microsoftstock #aiinvestment #azuregrowth #stockmarket #techstocks #microsoft

Internal memo: Microsoft CEO Satya Nadella urges long-term thinking as Azure marks 15 years - Microsoft CEO Satya Nadella asks employees in a new memo, “What are you working on today... - https://www.geekwire.com/2025/internal-memo-microsoft-ceo-satya-nadella-urges-long-term-thinking-as-azure-hits-15-year-milestone/ #microsoftearnings #aiinfrastructure #azureanniversary #microsoftlayoffs #capitalspending #cloudcomputing #microsoftazure #techworkforce #aiinvestment #satyanadella

Internal memo: Microsoft CEO Satya Nadella urges long-term thinking as Azure marks 15 years - Microsoft CEO Satya Nadella asks employees in a new memo, “What are you working on today... - https://www.geekwire.com/2025/internal-memo-microsoft-ceo-satya-nadella-urges-long-term-thinking-as-azure-hits-15-year-milestone/ #microsoftearnings #aiinfrastructure #azureanniversary #microsoftlayoffs #capitalspending #cloudcomputing #microsoftazure #techworkforce #aiinvestment #satyanadella

Japanese businesses increased capital investment at a faster pace in the first quarter of this year as the U.S. touted the coming tariff campaign that kicked off in March. https://www.japantimes.co.jp/business/2025/06/02/economy/japan-firms-increase-capital-spending/?utm_medium=Social&utm_source=mastodon #business #economy #capitalspending #economicindicators #japaneseeconomy

Japanese businesses increased capital investment at a faster pace in the first quarter of this year as the U.S. touted the coming tariff campaign that kicked off in March. https://www.japantimes.co.jp/business/2025/06/02/economy/japan-firms-increase-capital-spending/?utm_medium=Social&utm_source=mastodon #business #economy #capitalspending #economicindicators #japaneseeconomy

Japanese companies increased investments in the three months through September, a sign of stronger-than-expected resilience in corporate confidence and supporting views that the Bank of Japan may raise rates sooner rather than later. https://www.japantimes.co.jp/business/2024/12/02/economy/japan-capital-expenditure-up/?utm_medium=Social&utm_source=mastodon #business #economy #japaneseeconomy #economicindicators #capitalspending #gdp #boj #kazuoueda

Japanese companies increased investments in the three months through September, a sign of stronger-than-expected resilience in corporate confidence and supporting views that the Bank of Japan may raise rates sooner rather than later. https://www.japantimes.co.jp/business/2024/12/02/economy/japan-capital-expenditure-up/?utm_medium=Social&utm_source=mastodon #business #economy #japaneseeconomy #economicindicators #capitalspending #gdp #boj #kazuoueda

Core machinery orders unexpectedly fell in September from the previous month, government data showed on Monday, although they are expected to grow in the current quarter of the year. https://www.japantimes.co.jp/business/2024/11/18/economy/september-machinery-orders-fall/?utm_medium=Social&utm_source=mastodon #business #economy #machineryorders #japaneseeconomy #manufacturing #capitalspending

Core machinery orders unexpectedly fell in September from the previous month, government data showed on Monday, although they are expected to grow in the current quarter of the year. https://www.japantimes.co.jp/business/2024/11/18/economy/september-machinery-orders-fall/?utm_medium=Social&utm_source=mastodon #business #economy #machineryorders #japaneseeconomy #manufacturing #capitalspending

Japan’s economy grew at a slightly faster pace than expected, backing the case for the central bank to stay on the path toward rate hikes while also easing pressure on the government as it finalizes fiscal stimulus steps to be unveiled this month. https://www.japantimes.co.jp/business/2024/11/15/economy/gdp-rise-july-to-september/ #business #economy #japaneseeconomy #gdp #boj #capitalspending #interestrates

Japan’s economy grew at a slightly faster pace than expected, backing the case for the central bank to stay on the path toward rate hikes while also easing pressure on the government as it finalizes fiscal stimulus steps to be unveiled this month. https://www.japantimes.co.jp/business/2024/11/15/economy/gdp-rise-july-to-september/ #business #economy #japaneseeconomy #gdp #boj #capitalspending #interestrates

Japanese businesses boosted investment in the second quarter of the year, reaffirming signs of confidence that the economy is recovering slowly with the help of an uptick in domestic demand-led activity. https://www.japantimes.co.jp/business/2024/09/02/japan-corporate-investment-up/ #business #capitalspending #japaneseeconomy #economicindicators #financeministry

Japanese businesses boosted investment in the second quarter of the year, reaffirming signs of confidence that the economy is recovering slowly with the help of an uptick in domestic demand-led activity. https://www.japantimes.co.jp/business/2024/09/02/japan-corporate-investment-up/ #business #capitalspending #japaneseeconomy #economicindicators #financeministry

Japanese companies trimmed capital investment in the first quarter, a result that likely indicates revised data will continue to show the economy contracted in the period. https://www.japantimes.co.jp/business/2024/06/03/economy/japan-capital-spending/ #business #economy #capitalspending #gdp #economicindicators #japaneseeconomy #inflation #boj

Japanese companies trimmed capital investment in the first quarter, a result that likely indicates revised data will continue to show the economy contracted in the period. https://www.japantimes.co.jp/business/2024/06/03/economy/japan-capital-spending/ #business #economy #capitalspending #gdp #economicindicators #japaneseeconomy #inflation #boj

Congestion Pricing’s Billions to Pay for Nuts and Bolts of New York City's Subway System

The $15 billion expected from new traffic tolls into the heart of the city is earmarked for modernizing old infrastructure but is threatened by a raft of lawsuits

#paywall

https://www.nytimes.com/2024/05/06/nyregion/congestion-pricing-tolls-mta.html

#pricing #cars #vehicles #congestion #MassTransit #transit #CapitalSpending

Japan's corporate spending on plants and equipment surged in the fourth quarter, hinting at positive revisions to last year's unexpected recession data. https://www.japantimes.co.jp/business/2024/03/04/economy/japan-oct-dec-capex-up/ #business #economy #economicindicators #japaneseeconomy #capitalspending #gdp

Japan's corporate spending on plants and equipment surged in the fourth quarter, hinting at positive revisions to last year's unexpected recession data. https://www.japantimes.co.jp/business/2024/03/04/economy/japan-oct-dec-capex-up/ #business #economy #economicindicators #japaneseeconomy #capitalspending #gdp

Japan's Q4 Capital Spending shows robust growth, surging to 16.4% year-on-year, surpassing expectations. #Japan #economy #CapitalSpending #Q4

While capital spending and profit figures are encouraging, economists remain wary of Japan's economic strength. This show of resilience, however, may provide leeway for strong wage hikes. https://www.japantimes.co.jp/business/2023/12/01/japanese-firms-step-up-spending-modestly/?utm_content=buffere0207&utm_medium=social&utm_source=mastodon&utm_campaign=bffmstdn #business #capitalspending #japaneseeconomy #boj #economicindicators #jobs

While capital spending and profit figures are encouraging, economists remain wary of Japan's economic strength. This show of resilience, however, may provide leeway for strong wage hikes. https://www.japantimes.co.jp/business/2023/12/01/japanese-firms-step-up-spending-modestly/?utm_content=buffere0207&utm_medium=social&utm_source=mastodon&utm_campaign=bffmstdn #business #capitalspending #japaneseeconomy #boj #economicindicators #jobs

The government on Wednesday downgraded its assessment of Japan's economy for the first time in 10 months, saying it is recovering moderately but "appears to be pausing in part" on weak domestic demand. https://www.japantimes.co.jp/business/2023/11/22/economy/japan-economy-assessment-downgraded/?utm_content=buffer7475e&utm_medium=social&utm_source=mastodon&utm_campaign=bffmstdn #business #economy #japaneseeconomy #inflation #capitalspending

The government on Wednesday downgraded its assessment of Japan's economy for the first time in 10 months, saying it is recovering moderately but "appears to be pausing in part" on weak domestic demand. https://www.japantimes.co.jp/business/2023/11/22/economy/japan-economy-assessment-downgraded/?utm_content=buffer7475e&utm_medium=social&utm_source=mastodon&utm_campaign=bffmstdn #business #economy #japaneseeconomy #inflation #capitalspending

Dozens of Japanese startups are preparing to list on Nasdaq in the next few years as more entrepreneurs turn away from a risk-averse home market. https://www.japantimes.co.jp/business/2023/10/02/markets/japan-startups-nasdaq-listing/?utm_content=bufferfd28a&utm_medium=social&utm_source=mastodon&utm_campaign=bffmstdn #business #markets #nasdaq #investments #stocks #startups #ipo #capitalspending

Dozens of Japanese startups are preparing to list on Nasdaq in the next few years as more entrepreneurs turn away from a risk-averse home market. https://www.japantimes.co.jp/business/2023/10/02/markets/japan-startups-nasdaq-listing/?utm_content=bufferfd28a&utm_medium=social&utm_source=mastodon&utm_campaign=bffmstdn #business #markets #nasdaq #investments #stocks #startups #ipo #capitalspending

Japan’s businesses cut spending for the first time in five quarters in a sign of concerns over the global growth outlook. https://www.japantimes.co.jp/business/2023/09/01/economy/capital-spending-companies/?utm_content=buffer9a12d&utm_medium=social&utm_source=mastodon&utm_campaign=bffmstdn #business #economy #japaneseeconomy #capitalspending #economicindicators #gdp

Japan’s businesses cut spending for the first time in five quarters in a sign of concerns over the global growth outlook. https://www.japantimes.co.jp/business/2023/09/01/economy/capital-spending-companies/?utm_content=buffer9a12d&utm_medium=social&utm_source=mastodon&utm_campaign=bffmstdn #business #economy #japaneseeconomy #capitalspending #economicindicators #gdp

Japanese businesses facing greater scrutiny from shareholders and regulators are competing to attract hires with investor-relations talent who can better communicate corporate strategy and capital allocation. https://www.japantimes.co.jp/news/2023/06/29/business/corporate-business/japan-investor-relations-change/?utm_content=bufferad93e&utm_medium=social&utm_source=mastodon&utm_campaign=bffmstdn #news #corporate #banks #investments #japaneseeconomy #capitalspending

Japanese businesses facing greater scrutiny from shareholders and regulators are competing to attract hires with investor-relations talent who can better communicate corporate strategy and capital allocation. https://www.japantimes.co.jp/news/2023/06/29/business/corporate-business/japan-investor-relations-change/?utm_content=bufferad93e&utm_medium=social&utm_source=mastodon&utm_campaign=bffmstdn #news #corporate #banks #investments #japaneseeconomy #capitalspending

Japanese companies raised spending on plant and equipment in the January-March period at the fastest rate since 2015. https://www.japantimes.co.jp/news/2023/06/01/business/economy-business/capital-spending-raise/?utm_content=buffer1d1c9&utm_medium=social&utm_source=mastodon&utm_campaign=bffmstdn #news #economy #gdp #japaneseeconomy #economicindicators #capitalspending

Japanese companies raised spending on plant and equipment in the January-March period at the fastest rate since 2015. https://www.japantimes.co.jp/news/2023/06/01/business/economy-business/capital-spending-raise/?utm_content=buffer1d1c9&utm_medium=social&utm_source=mastodon&utm_campaign=bffmstdn #news #economy #gdp #japaneseeconomy #economicindicators #capitalspending