#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
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

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

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.
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.
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 😎