Tag: Cloud Computing
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Alphabet’s $205 Billion Capex: The Quarter the AI Build-Out Turned Cash Flow Negative
Alphabet beat on revenue with Cloud up 82 per cent, raised 2026 capex to as much as $205 billion, and printed its first negative free cash flow quarter of the AI era. Inside the market’s new arithmetic on the build-out.
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Oracle’s $638 Billion Cloud Backlog: What the RPO Surge Really Means
Khan Capitals | June 2026 Key Takeaways Part of: The AI Infrastructure Supercycle — Khan Capital’s hub on the AI infrastructure build-out. A Record Quarter the Market Sold Oracle closed its fiscal 2026 on 10 June with a set of results that, on the surface, read like an unambiguous triumph. Total quarterly revenue rose 21…
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AI Capex Hits $725bn: Wall Street Splits on the Hyperscaler Trade
Khan Capitals | May 2026 Key Takeaways Part of: The AI Infrastructure Supercycle — Khan Capital’s hub on the AI infrastructure build-out. A Capex Cycle Without Modern Precedent The last week of April delivered the clearest read yet on what the AI build-out actually costs at scale. Microsoft, Alphabet, Meta and Amazon all reported within…