Tag: Meta Platforms
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Meta’s AI Cloud Pivot: The Week the Supply Premise Cracked
Meta is building a cloud business to sell excess AI compute, and OpenAI just halved inference costs. Why the semiconductor complex suffered its sharpest two-day fall since March 2025, and what survives the shift from scarcity to utilisation.
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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…