Articles Tagged “AI Infrastructure Capex”
7 articles found
Nvidia Invests $1.5B in SB Energy's Ohio AI Campus
Nvidia is putting $1.5B into SB Energy and backing up to $105B in credit to make the 4.25GW PORTS-Pike campus in Ohio an Nvidia-only compute site.
Applied Materials Q3: Record $9.12B and Raised Outlook
Applied Materials posted record Q3 revenue of $9.12 billion, up 25% year over year, and guided Q4 to $10.25 billion on AI infrastructure demand.
Amazon Q2 Revenue Tops $200B as AWS Accelerates 37%
Amazon's Q2 2026 net sales hit $200.6 billion, up 20%, while AWS grew 37% to $42.2 billion — its fastest expansion in 18 quarters — on AI demand.
Microsoft Azure Tops $100B as Q4 Revenue Hits $90B
Microsoft's Q4 FY2026 revenue rose 18% to $90.01 billion, Azure grew 43%, and full-year Azure revenue crossed $100 billion for the first time.
AMD Secures Up to 2.5 GW of AI Data Center Capacity
AMD signed a 15-year deal on July 28 for up to 2.5 GW of Core Scientific data center capacity, worth about $14 billion in contracted revenue.
Alphabet's Q1 Beat: Google Cloud Surges 63%, Setting a New AI Infrastructure Bar
Alphabet posted Q1 2026 revenue of $109.9 billion on April 30, beating consensus by nearly $3 billion as Google Cloud accelerated to 63% year-over-year growth — the cleanest signal yet that AI infrastructure demand is still surprising to the upside.
Microsoft's Azure Surges 40% as Q1 Earnings Set a New $190B AI Capex Bar
Microsoft posted Q1 2026 EPS of $4.27 on $82.89B revenue on April 29, 2026, with Azure growing 40% year over year and the company guiding 2026 capital expenditures up to $190B as AI infrastructure demand keeps accelerating.