Analyst firm Dell’Oro Group predicts that worldwide data center annual capex will surpass $1 trillion by 2029. The sector's ...

Jefferies Analyst Brent Thill says the time to spend is now as Google sees a $75B capex for the year despite posting a ...

States' capital expenditures likely fell 4% in the first nine months, indicating flat growth in asset creation spending for ...

Nvidia stock rallied on Wednesday as its top customers, Big Tech giants like Alphabet, continue to invest more in the AI boom ...

CEO Steve Binnie highlighted a strong quarter, with results exceeding internal and external expectations. The pulp segment delivered robust performance and Mills were fully sold out. He expressed ...

Google's parent company is planning more investment in AI infrastructure than analysts projected, even amid concerns around ...

Alphabet analysts see strength in the company's search and YouTube business segments, while questions around cloud and increased spending remain.

Google plans to spend $75 billion on further building out AI infrastructure in 2025; the company said current demand for AI ...

Alphabet's big spending plans surprised Wall Street. The news should soothe investors worried about last week's DeepSeek ...

CEO Sundar Pichai keeps calm and carries on despite Wall Street's adverse reaction to what it hears as bad news.

Shares of Alphabet tanked by 8% in pre-market trading on Wednesday, a reaction to weaker-than-anticipated revenue in its ...

Google reported $96.47 billion in Q4 revenue, up 12% year-over-year. This missed estimates by $200 million. Net income grew to $26.5 billion and is up 28% year-over-year. Plus, advertising revenue ...