Analysis
AI Demand Is Growing. So Are the Bills.
Alphabet’s cloud revenue more than doubled. After $51.36 billion in capital spending, it reported negative $9.07 billion in free cash flow.
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All issues →AI Demand Is Growing, But Investors Are Watching the Bill
AI demand stayed strong across the period, but the market focused on what it costs to build capacity and how those costs will be paid back. Meta’s revenue...
AI Demand Stayed Strong, but Financing Took Center Stage
AI demand kept producing strong business numbers, but investors spent more of the period asking how much it costs to build the infrastructure behind that...
AI Demand Is Surging, but Returns Are Still the Question
Chipmakers described demand they cannot meet, and AI companies laid out enormous spending plans. But the week also brought a closer look at what those...
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