Technology
Big Tech Shifts to Debt Markets to Fuel Massive AI Infrastructure Ambitions.
May 15, 2026 at 4:20 AM
Major technology giants, including Amazon, Alphabet, and Oracle, are increasingly turning to bond markets to fund their skyrocketing capital expenditures on AI infrastructure, departing from their historical reliance on cash reserves.
Technology
Big Tech’s Massive $725 Billion AI Infrastructure Gamble Hits Corporate Cash Reserves.
May 8, 2026 at 4:18 AM
Major U.S. tech giants are undertaking a historic $725 billion capital expenditure spree to build AI infrastructure, resulting in a significant reduction in free cash flow to decade-low levels.
Technology
The Strategic Pivot: How Big Tech is Balancing AI Investment and Profitability.
April 30, 2026 at 4:40 AM
Major tech giants including Google, Microsoft, and Meta are pouring billions into AI, but investors are increasingly scrutinizing whether these massive capital expenditures are delivering tangible business growth.












