Every Zipp story tagged #AICapex, newest first.
The gap between AI spending and cash generation is the core tension this earnings season, with U.S. inflation data set to keep rate expectations elevated.
By framing AI and data center concerns as the next climate-style hoax, the administration signals a hands-off federal posture that clears runway for accelerated AI infrastructure buildout.
Bitcoin held steady while the Magnificent Seven lost $797B in their worst day since April 2025, the first crack in a month of crypto trading as a pure AI-cycle proxy.
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.
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.
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