Posts Tagged ‘CapEx’

Meta reports 4Q25 results; CapEx expected to climb further as AI build-out picks up pace

February 2, 2026
Philbert Shih

Meta reported its 4Q25 results, which included guidance for CapEx in 2026 and useful comments about ...

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Oracle reports 2QFY26 results; cloud infrastructure growth acceleration driving more CapEx investments

December 11, 2025
Philbert Shih

Oracle reported its 2QFY26 results, which showed more cloud infrastructure growth acceleration. Orac...

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Tencent reports 3Q25 results; shares CapEx numbers, cloud growth

December 10, 2025
Philbert Shih

Tencent reported its 3Q25 results, which included an update on CapEx numbers and insights on the pac...

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Alibaba reports FY2Q26 results; more growth acceleration amid aggressive AI uptake

December 1, 2025
Philbert Shih

Alibaba reported its FY2Q26 (CY3Q25) results, which included more details about the Alibaba Cloud in...

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MI: Hyperscale CapEx outlays set to increase yet again as demand exceeds supply and RPO builds

November 28, 2025
Philbert Shih

CapEx outlays continue to climb and in the past month there were clear signals that investment level...

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Meta reports 3Q25 results; CapEx outlays still climbing

November 10, 2025
Philbert Shih

Meta reported its 3Q25 results and shared important data points about its data centre requirements a...

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Amazon reports 3Q25 results; acceleration in growth pushed by capacity additions, alongside cloud and AI demand

October 31, 2025
Philbert Shih

Amazon reported its 3Q25 results, which saw AWS cloud revenue growth accelerate amid expansions in A...

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Oracle reports 1QFY26 results; raised cloud infrastructure guidance reflects backlog, pipeline positioned for aggressive growth

September 9, 2025
Philbert Shih

Oracle reported its 1QFY26 results, which showed the OCI cloud infrastructure business growing stead...

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MI: CapEx outlays rising further as hyperscalers invest to meet supply and demand imbalance

July 31, 2025
Philbert Shih

CapEx is a good indicator of addressable market for the hyperscale data centre sector. ...

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Meta reported to be raising $30b to fund AI data centre builds

July 7, 2025
Philbert Shih

Media reports indicate Meta is actively working on raising significant quantities of capital to supp...

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1Q25 IB: Hyperscale CapEx levels to remain as projected, with some adjustments for global trade issues

June 6, 2025
Philbert Shih

We noted last quarter how CapEx projections have held steady even as bearish sentiment towards the s...

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MI: GPU cloud peer group continues to gain momentum; drive value through ecosystem

May 30, 2025
Philbert Shih

The GPU cloud space continues to see significant momentum. ...

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