Stories tagged #AICapex

Bitcoin Holds $65,400 as Alphabet Lifts AI Capex to $200B

zippfeed.com

🔥BULLISH

2h ago

Bitcoin Holds $65,400 as Alphabet Lifts AI Capex to $200B

Alphabet raised its 2026 capex ceiling by $15B to chase 'supply-constrained' AI demand, sending chip stocks higher while Bitcoin sits steady above $65K ahead of the Fed.

CoinDesk

Micron breaks ground on $9.3B Japan AI memory fab

zippfeed.com

🔥BULLISH

18d ago

Micron breaks ground on $9.3B Japan AI memory fab

The Hiroshima-area build is the largest single foreign chip capex announcement in Japan this year and a direct bet that HBM demand outruns the current cycle into 2027.

CoinTelegraph