LG Energy Solution has cut its 2024 borrowing limit by 1 trillion won to 5 trillion won, signaling a conservative investment approach and focus on cash flow amid EV market uncertainty.
#YonhapInfomax #LGEnergySolution #BorrowingLimit #CAPEX #CashFlow #ElectricVehicleMarket #Economics #FinancialMarkets #Banking #Securities #Bonds #StockMarket
https://en.infomaxai.com/news/articleView.html?idxno=106190

I asked 3 vendors to quote a 10 MW data center. Same spec, same city, same tier.

The answers: $95M, $142M, and $187M.

So I built a free CAPEX calculator. Set your IT load, cooling type, redundancy, seismic zone — see exactly how each variable moves the total.

Not a replacement for engineering estimates. But the fastest way to build a defensible cost range before your next board meeting.

Try it: resistancezero.com/capex-calculator.html

#DataCenter #CAPEX #Infrastructure #Construction

“It’s not hard to imagine a burgeoning tension in which #investors begin to question the return on each new #GPU rack or #datacenter, versus the old “winner-takes-all” thinking that has been used so far to justify ever-higher #spending.” #AI #capex #shaleoil

RE: https://bsky.app/profile/did:plc:5zca2ola2zxpkw37w4f3wxtu/post/3mf5mszsps22u

0.005 Seconds (3/694) (@seconds_0): "when the music stops apple will be either be regarded as the smartest (ai is now a commodity, buy the milk not the cow save 10 trillion, pick the winner) or the dumbest (they sat out the most important technological race in history) theres no in between" | nitter
https://nitter.net/seconds_0/status/2023785533361860971#m

#AI #LLMs #capex #Apple #APPL

Chile's Codelco shuts mine and smelter as general strike hits production · Copper producers gather as electric cars drive demand growth · Facebook ...#Antofagasta #copperprices #copper #Centinela #Capex #FTSE #Arriagada #TwinMetals #platinumgroupmetals #PGM
Antofagasta profit rockets 52% as record copper prices offset weaker output
Antofagasta profit rockets 52% as record copper prices offset weaker output

Earnings rise in line with analyst expectations as benchmark prices surge more than 40%

Business Day
#Apple was the only #BigTech company to see #capex decline YoY in Q4, dropping 17% to $2.4B. While peers like Google ($175-185B) and Amazon ($200B) plan to spend $660B combined in 2026, Apple forecasts just $14B for 2026. Apple's #assetlight #AIstrategy (outsourcing to Google and OpenAI) has become a competitive advantage. https://www.tradingkey.com/analysis/stocks/us-stocks/261560213-magnificent-seven-stocks-google-msft-amzn-meta-aapl-apple-capex-tradingkey?eicker.news #tech #media #news
$660B Capex Bill Triggers $900B Wipeout: Why Apple Shares Outperform Amazon and Google Despite AI Lag

Based on financial disclosures, the combined 2026 capital expenditure forecasts for Meta, Amazon, Google, and Microsoft are projected to reach $660 billion. This figure is not only significantly higher than the $410 billion forecast for 2025 and $245 billion for 2024, but even surpasses the GDP of I

tradingkey.com
Amazon shares plunged after-hours as the company’s 2026 CAPEX guidance of $200 billion far exceeded expectations, raising overinvestment concerns despite strong Q4 revenue and AWS growth.
#YonhapInfomax #Amazon #CAPEX #Earnings #AWS #AfterHoursDrop #Economics #FinancialMarkets #Banking #Securities #Bonds #StockMarket
https://en.infomaxai.com/news/articleView.html?idxno=104215
Amazon to Spend $200 Billion on CAPEX This Year—Shares Plunge After-Hours on Investment Concerns (Update)

Amazon shares plunged after-hours as the company’s 2026 CAPEX guidance of $200 billion far exceeded expectations, raising overinvestment concerns despite strong Q4 revenue and AWS growth.

Yonhap Infomax

Capital expenditures are reaching unheard-of levels. Executives confirmed that building the infrastructure for the next generation of AI models is their top priority right now.

#Infrastructure
#CapEx
#FutureTech
#Business

#KI #AI #slop

Heute hat #Microsoft die #Nasdaq mit einem fetten Minus von 10 % rot eingefärbt. Der Grund heißt #Capex = capital expenditure. Das sind die notwendigen Investitionen, um den Vertrag mit #OpenAI zu erfüllen. Zurückverdient wird das erst wenn #OpenAI Geld verdient.

LOL!

Der Kursanstieg von #Meta ist primär auf die Umsatzsteigerung in der EU zurückzuführen. Weil #Meta durch den abgesackten Dollarkurs nämlich mehr USD für jeden verdienten Euro kriegt.

This will not end well 😎

SK hynix projects a substantial rise in capital expenditures for 2024 and aims for robust mid-30% revenue growth, signaling confidence in semiconductor market recovery.
#YonhapInfomax #SKHynix #CAPEX #RevenueGrowth #Semiconductor #2024Forecast #Economics #FinancialMarkets #Banking #Securities #Bonds #StockMarket
https://en.infomaxai.com/news/articleView.html?idxno=102688
SK hynix Expects Significant Increase in 2024 CAPEX, Targets Mid-30% Revenue Growth

SK hynix projects a substantial rise in capital expenditures for 2024 and aims for robust mid-30% revenue growth, signaling confidence in semiconductor market recovery.

Yonhap Infomax