SpaceX's $18.4B AI capex is a fraction of the $860B rivals plan to spend in 2026, an 80% year-over-year increase.
Amazon commits $220B and Meta up to $145B for AI this year, while ****** eX rents compute capacity to Google and Anthropic instead.
xAI's Grok trails Claude, ChatGPT, and Gemini in Apple's App Store rankings, exposing ****** eX's weak enterprise and consumer AI footprint.
Act now: the ****** yst who called NVIDIA in 2010 just named his top 10 AI stocks — and ****** eX didn't make the cut. Grab the names FREE today.
Someone, please tell me if I'm wrong. ****** eX (NASDAQ: SPCX) said its capital expenditures were $18.4 billion in the quarter that just ended. Almost all of the spending is going toward AI. By the same token, Oracle (NASDAQ: ORCL) says it will spend a ton more. Yahoo reports, "Oracle expects capital expenditures of up to $95 billion in fiscal 2027, though it expects repayments from customers for up to $25 billion of that." And that number is small by megatech company standards.
#billion #NASDAQ #oracle #expects
Amazon commits $220B and Meta up to $145B for AI this year, while ****** eX rents compute capacity to Google and Anthropic instead.
xAI's Grok trails Claude, ChatGPT, and Gemini in Apple's App Store rankings, exposing ****** eX's weak enterprise and consumer AI footprint.
Act now: the ****** yst who called NVIDIA in 2010 just named his top 10 AI stocks — and ****** eX didn't make the cut. Grab the names FREE today.
Someone, please tell me if I'm wrong. ****** eX (NASDAQ: SPCX) said its capital expenditures were $18.4 billion in the quarter that just ended. Almost all of the spending is going toward AI. By the same token, Oracle (NASDAQ: ORCL) says it will spend a ton more. Yahoo reports, "Oracle expects capital expenditures of up to $95 billion in fiscal 2027, though it expects repayments from customers for up to $25 billion of that." And that number is small by megatech company standards.
#billion #NASDAQ #oracle #expects
2 days ago
