United States · Business news
112 stories · latest 29 Jul 2026 · clear filter
Meta funds its AI build-out from advertising cash flow rather than cloud contracts, and the quarter shows how much of it that now absorbs: $31.08 billion of capex left $784 million of free cash flow on $60.80 billion…
Microsoft's $35.8 billion of quarterly additions to property and equipment, about twice the year-earlier figure, is paid to chip, server and data-centre suppliers. What it earns in return shows in the $678 billion of…
The new duties apply to imports from 60 trading partners, including the EU, so retailers, apparel and footwear brands, consumer-electronics sellers and manufacturers that rely on imported parts keep paying a broad…
Alphabet's capex guidance of up to $205 billion for 2026 is money paid largely to chip, server, networking and construction suppliers, and the $44.9 billion spent in one quarter was enough to turn free cash flow to…
TSMC makes the advanced chips designed by Nvidia, AMD, Broadcom and Apple, so its $60-64 billion capex budget is revenue for equipment makers such as ASML and a gauge of how much AI chip supply can grow. The extra $100…
The listing gives US funds direct access to one of the largest DRAM and flash memory makers, whose chips go into AI servers, and the report said the listing is aimed at narrowing its valuation gap with US-listed rival…
It was the first very large US tech IPO of 2026 and a direct test of investor appetite for alternatives to Nvidia in AI inference chips. The reception is a reference point for listed AI-hardware peers and for AI and…
Hyperscaler capex is revenue for chip designers, memory makers, server and networking vendors, and for the utilities, power-equipment makers and contractors building data-centre capacity. The same spending weighs on…