capex

3 articles tagged with this topic

Nvidia's 70% Guidance: AI Capex Is Far From Peaking

Bloomberg Aug 27: Nvidia guided ~70% next-fiscal-year revenue growth, rebutting 'AI capex peak' narrative. Forward guidance—Huang's industry signal.

2d ago2 min read

Alibaba Profit Plunges 75%: A Globally Synchronized AI Capex War Signal

Alibaba quarterly profit crashed 75%+ with $10B capex. Proof hyperscalers entering hypercapex. Builders must recalibrate Qwen, cloud pricing, GPU.

Aug 212 min read

cisconetworking

Behind Cisco's $9.3B AI Orders: The Network Layer Is AI Capex's Real Bottleneck

Cisco FY26 Q4: $17.3B (+18% YoY), AI orders $4B Q4/$9.3B FY. Signal: hyperscaler networking capex rivals GPU. Fabric is scaling's hidden bottleneck.

Aug 132 min read