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Meta, Google, and Microsoft Triple Down on AI Spending
www.wired.com/story/microsoft-google-meta-2025-earnings/
334 sats
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1 comment
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@0xbitcoiner
30 Oct 2025
Stacker_Stocks
related
💰 $700 billion capex isn’t enough - Snacks
sherwood.news/snacks/newsletters/700-billion-capex-isnt-enough/
412 sats
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0 comments
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@BlokchainB
2 May
AI
charts_and_maps
Stacker_Stocks
Amazon has reinforced who continues to control the AI ​​infrastructure.
316 sats
\
1 comment
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@economy
31 Oct 2025
Stacker_Stocks
🏗️Why construction stocks are ripping over AI demand - Snacks
sherwood.news/snacks/newsletters/why-construction-stocks-are-ripping-over-ai-demand/
536 sats
\
2 comments
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@BlokchainB
21 Mar
AI
charts_and_maps
Construction_and_Engineering
Stacker_Stocks
US Tech Giants Race to Spend Billions in UK AI Push
www.wired.com/story/microsoft-nvidia-uk-investment-trump/
187 sats
\
11 comments
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@0xbitcoiner
17 Sep 2025
AI
Nvidia's record $57B revenue and quiets AI bubble talk - TechCrunch post
techcrunch.com/2025/11/19/nvidias-record-57b-revenue-and-upbeat-forecast-quiets-ai-bubble-talk/
244 sats
\
2 comments
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@Car
19 Nov 2025
Stacker_Stocks
Is the AI bubble about to pop? Sam Altman is prepared either way.
arstechnica.com/information-technology/2025/08/sam-altman-calls-ai-a-bubble-while-seeking-500b-valuation-for-openai/
187 sats
\
3 comments
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@jakoyoh629
22 Aug 2025
AI
Nvidia has another record quarter amid record capex spends
techcrunch.com/2026/02/25/nvidia-earnings-record-capex-spend-ai/
337 sats
\
0 comments
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@0xbitcoiner
26 Feb
Stacker_Stocks
CoreWeave's Revenue More Than Doubles as AI Buildout Expansion Accelerates
www.cnbc.com/2025/11/10/coreweave-crwv-q3-earnings-report-2025.html
368 sats
\
2 comments
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@Cje95
10 Nov 2025
Stacker_Stocks
🤸🏻Retail’s dip skip - Snacks
sherwood.news/snacks/newsletters/retails-dip-skip/
519 sats
\
2 comments
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@BlokchainB
7 Apr
AI
charts_and_maps
Stacker_Stocks
🔙 Market’s ’90s flashback - Snacks
sherwood.news/snacks/newsletters/markets-90s-flashback/
316 sats
\
1 comment
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@BlokchainB
5 May
AI
charts_and_maps
Stacker_Stocks
🪰 Rotten to the corr - Snacks
sherwood.news/snacks/newsletters/rotten-to-the-corr/
190 sats
\
1 comment
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@BlokchainB
12 Dec 2025
Stacker_Stocks
Alphabet achieves first $100B annual profit ... and sees its shares sink
www.theregister.com/2025/02/05/alphabet_q4_fy2024/
318 sats
\
1 comment
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@0xbitcoiner
5 Feb 2025
Stacker_Stocks
Infrastructure Spend in the AI Era
redmonk.com/sogrady/2026/04/29/infrastructure-spend-in-the-ai-era/
202 sats
\
3 comments
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@co574
2 May
AI
charts_and_maps
Google doubles profit from SpaceX and Anthropic investments
1313 sats
\
0 comments
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@zuspotirko
30 Apr
Stacker_Stocks
econ
The AI Application Spending Report: Where Startup Dollars Really Go
a16z.com/the-ai-application-spending-report-where-startup-dollars-really-go/
252 sats
\
0 comments
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@0xbitcoiner
3 Oct 2025
AI
Microsoft, xAI and Google Will Share AI Models with US Govt for Security Reviews
www.reuters.com/legal/litigation/microsoft-xai-google-will-share-ai-models-with-us-govt-security-reviews-2026-05-05/
483 sats
\
1 comment
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@Cje95
5 May
AI
Politics_And_Law
US-Japan consortium targets 7.5M BTC AI power project
www.constructionbriefing.com/news/usjapan-consortium-targets-500bn-ai-power-project/8117188.article
462 sats
\
6 comments
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@BlokchainB
30 Mar
AI
news
Construction_and_Engineering
AI Bubble Watch: Is it a Floater or a Popper?
www.theregister.com/2025/10/03/ai_bubble_watch_markets/
397 sats
\
1 comment
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@0xbitcoiner
3 Oct 2025
Stacker_Stocks
Meta Invests $14.3 Billion in Scale AI to Kick-Start Superintelligence Lab
www.nytimes.com/2025/06/12/technology/meta-scale-ai.html
185 sats
\
3 comments
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@carter
13 Jun 2025
tech
Dot-Com Peak Turning 25 (WSJ; Rolfe Winkler)
www.wsj.com/tech/ai/what-the-dot-com-bust-can-tell-us-about-todays-ai-boom-c78482e7
817 sats
\
2 comments
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@denlillaapan
10 Mar 2025
econ
Visualizing Big Tech Company Spending On AI Data Centers
333 sats
\
0 comments
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@jakoyoh629
25 Dec 2024
charts_and_maps
more