Fault Lines Are Appearing in the AI Capex Spree
November 1, 2026
Anthropic CEO Dario Amodei pushed back on claims that his cautionary messaging about artificial intelligence is fueling a U.S. backlash,...
Read moreDetailsTech chiefs are rushing to frame the AI era with sprawling manifestos that blend corporate strategy and ideology. Meta’s Mark...
Read moreDetailsInvestors who’ve chased the AI build-out—from chips to data centers—may need to recalibrate. As the rally widens, the next set...
Read moreDetailsNvidia’s push to mobilize more than $500 billion of third-party capital for AI infrastructure is spotlighting how the boom is...
Read moreDetailsMichael Burry, famed for calling the subprime crisis, is warning that the AI boom is being propped up by a...
Read moreDetailsA surge in corporate spending on artificial intelligence is pushing up consumer prices, complicating efforts to tame inflation. While July’s...
Read moreDetailsApple is discussing pay-per-use licensing arrangements with publishers to supply current news and information to an upgraded version of Siri,...
Read moreDetailsHospitals are weighing artificial intelligence not just for clinical gains but for the balance sheet, and Medicare’s New Technology Add-on...
Read moreDetailsOpenAI’s latest enterprise study suggests that heavier use of ChatGPT doesn’t automatically translate into stronger financial performance. After controlling for...
Read moreDetailsMorgan Stanley expects AI infrastructure spending to swell to $1.4 trillion by 2027, topping current market forecasts of about $1.2...
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