eicker.news ᳇ tech newsApr 10
#Amazon CEO #AndyJassy defends the company’s $200 billion #capitalexpenditure in 2026, highlighting the success of its #AI and #customchip businesses. Jassy reveals that #AWS #AIrevenue has reached a $15 billion annual run rate and that Amazon’s internal chip business is generating over $20 billion annually. https://www.geekwire.com/2026/not-on-a-hunch-andy-jassy-defends-amazons-200b-spending-spree/?eicker.news #tech #media #news
‘Not on a hunch’: Andy Jassy defends Amazon’s $200B spending spree

Amazon CEO Andy Jassy reveals new details about AWS's AI revenue and its booming chip business in a new shareholder letter that defends the company's massive capital spending.

GeekWire
CBC NorthMar 27
Property taxes going down more than 2% this year in Dawson City
The Yukon community's municipal budget this year also includes a $12.3-million dollar capital expenditure program, the bulk of which will go toward water and sewage upgrades. The capital budget also includes the purchase of a new fire truck.
https://www.cbc.ca/news/canada/north/reservoirs-decreased-property-taxes-and-a-firetruck-dawson-city-releases-2026-budget-9.7143977?cmp=rss
Yonhap Infomax NewsMar 27
Magnificent 7 tech giants plunge double digits from peaks as Iran war fuels rate concerns and massive AI infrastructure spending weighs on growth stocks, with strategists warning of further downside risk ahead
#YonhapInfomax #MagnificentSeven #TechStocks #InterestRates #CapitalExpenditure #ArtificialIntelligence #Economics #FinancialMarkets #Banking #Securities #Bonds #StockMarket
https://en.infomaxai.com/news/articleView.html?idxno=112451
Magnificent 7 Plunge Double Digits From Peaks - 'Further Downside Risk Remains'

Magnificent 7 tech giants plunge double digits from peaks as Iran war fuels rate concerns and massive AI infrastructure spending weighs on growth stocks, with strategists warning of further downside risk ahead

Yonhap Infomax
Yonhap Infomax NewsMar 27
Meta Platforms expands its El Paso, Texas AI data center investment to $10 billion from $1.5 billion, targeting 1GW power capacity by 2028, while stock plunges 7.96% on social media addiction lawsuit loss amid concerns over lack of cloud business revenue compared to tech rivals.
#YonhapInfomax #MetaPlatforms #DataCenterInvestment #ElPasoTexas #CapitalExpenditure #ArtificialIntelligence #Economics #FinancialMarkets #Banking #Securities #Bonds #StockMarket
https://en.infomaxai.com/news/articleView.html?idxno=112423
Meta Expands Texas Data Center Investment Sixfold to $10 Billion

Meta Platforms expands its El Paso, Texas AI data center investment to $10 billion from $1.5 billion, targeting 1GW power capacity by 2028, while stock plunges 7.96% on social media addiction lawsuit loss amid concerns over lack of cloud business revenue compared to tech rivals.

Yonhap Infomax
WinbuzzerMar 24

https://winbuzzer.com/2026/03/24/jpmorgan-launches-cds-basket-hedge-ai-debt-risk-xcxwbn/

JPMorgan Launches CDS Basket to Hedge AI Debt Risk

#AI #AIInvestment #Oracle #Alphabet #Amazon #Meta #Microsoft #DataCenters #Hyperscalers #WallStreet #AIDisruption #CapitalExpenditure #Anthropic #Claude #Citadel #JpmorganChase #GoldmanSachs

Yonhap Infomax NewsMar 19
Japan's core machinery orders declined 5.5% month-on-month in January, surpassing market forecasts and signaling potential weakness in capital expenditure trends
#YonhapInfomax #JapanEconomy #MachineryOrders #MonthlyDecline #CapitalExpenditure #EconomicIndicators #Economics #FinancialMarkets #Banking #Securities #Bonds #StockMarket
https://en.infomaxai.com/news/articleView.html?idxno=110856
Japan's January Core Machinery Orders Fall 5.5% M/M, Exceeding Expectations

Japan's core machinery orders declined 5.5% month-on-month in January, surpassing market forecasts and signaling potential weakness in capital expenditure trends

Yonhap Infomax
eicker.news ᳇ tech newsMar 17
While competitors like Amazon, Google, Microsoft, and Meta are spending billions on AI infrastructure, #Apple has taken a different approach. By #licensing #AImodels and leveraging its existing user base of 2 billion devices, Apple is able to implement #distributedAI without the massive #capitalexpenditure. This strategy allows Apple to focus on owning the customer experience. https://asymco.com/2026/03/10/the-most-brilliant-move-in-corporate-history/?eicker.news #tech #media #news
The most brilliant move in corporate history?

In a bold departure from its Big Tech peers, Apple sidestepped the $650 billion AI infrastructure spending frenzy, a move likened to opting out of purchasing the US Navy annually. While Amazon, Goo…

Asymco
Yonhap Infomax NewsFeb 26
Goldman Sachs forecasts a second-half rebound for US big tech stocks, citing AI revenue growth, slowing AI capex, and waning cyclical stock momentum as key conditions.
#YonhapInfomax #GoldmanSachs #BigTech #ArtificialIntelligence #CapitalExpenditure #CyclicalStocks #Economics #FinancialMarkets #Banking #Securities #Bonds #StockMarket
https://en.infomaxai.com/news/articleView.html?idxno=106933
Yonhap Infomax NewsFeb 24
Amazon.com Inc. will invest $12 billion to build an AI data center campus in Louisiana, creating thousands of jobs, despite a $650 billion market cap drop amid Wall Street concerns over its record-high capital expenditures.
#YonhapInfomax #Amazon #DataCenter #CapitalExpenditure #MarketCapitalization #ArtificialIntelligence #Economics #FinancialMarkets #Banking #Securities #Bonds #StockMarket
https://en.infomaxai.com/news/articleView.html?idxno=106468
Amazon Pushes Ahead With $12 Billion Data Center Investment Despite $650 Billion Market Cap Wipeout

Amazon.com Inc. will invest $12 billion to build an AI data center campus in Louisiana, creating thousands of jobs, despite a $650 billion market cap drop amid Wall Street concerns over its record-high capital expenditures.

Yonhap Infomax
Yonhap Infomax NewsFeb 19
Japan’s core machinery orders soared 19.1% month-on-month in December, far surpassing forecasts and signaling a rebound in corporate capital investment momentum.
#YonhapInfomax #Japan #CoreMachineryOrders #CabinetOffice #CapitalExpenditure #YenExchangeRate #Economics #FinancialMarkets #Banking #Securities #Bonds #StockMarket
https://en.infomaxai.com/news/articleView.html?idxno=105814
Japan’s Core Machinery Orders Jump 19.1% in December, Beating Expectations (Expanded)

Japan’s core machinery orders soared 19.1% month-on-month in December, far surpassing forecasts and signaling a rebound in corporate capital investment momentum.

Yonhap Infomax