Hot Topics · AI Capex
AI Capex
Hyperscaler capital expenditure acceleration and demand language.
Across industries
AI Capex is tracked across every company we cover. The mentions below are pulled verbatim from recent filings and earnings calls.
Recent mentions
Preview“may offer and sell from time to time in its sole discretion, up to $40 billion of shares for gross proceeds”
Item 1.01, Item 8.01
“Data center orders up 240% prove continued strong demand and our winning value proposition as an end-to-end solutions provider.”
Paulo Sternadt prepared remarks, Page 3
“Industry demand remains very strong with hyperscalers continue to build out inference and cloud capacity. As our clients continue to experience very strong growth in cloud and AI deployments, we are seeing their usage ramp faster.”
William Meaney and Barry Hytinen prepared remarks
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