Tag: Microsoft
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Big Tech Earnings: The Week the Market Graded AI Capex Line by Line
Microsoft rose 9 per cent, Amazon 9 per cent, Meta fell 10 and Apple 7: the week the market started grading AI capex line by line. Inside the $720-745 billion ledger, the depreciation wave building beneath it, and the new rules of the AI trade.
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The AI Memory Price Shock: Apple and Microsoft Pass the Cost On
Khan Capitals | July 2026 Key Takeaways Part of: The AI Infrastructure Supercycle – Khan Capital’s hub on the AI infrastructure build-out. The First Consumer Bill for the AI Build-Out For most of the artificial intelligence boom, the costs have been abstract to the ordinary buyer. They appeared in the capital expenditure lines of hyperscalers,…
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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…