Signal
3 articles covering "capital-expenditure"
TSMC's Q1 2026 revenue surged 35% year-over-year to NT$1.13 trillion, powered by AI accelerator demand and 2nm ramp, as the company prepares a record $52-56 billion capex plan.
The five largest US cloud providers have committed up to 690 billion dollars in 2026 capex, nearly doubling 2025 levels, as inference workloads surpass training to consume 60 to 70 percent of AI compute demand.
Meta begins construction on a 1-gigawatt data center campus in Lebanon, Indiana, part of a broader AI infrastructure arms race that will see the four largest tech companies spend upwards of $650 billion in 2026.