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Data Center Capex

Data Center Capex news intelligence with latest source-attributed stories, timeline, related explainers, connected entities, source diversity, and FAQ.

topic 21 latest news signals 17 publisher sources 100/100 entity strength

Latest news

The Risks of Microsoft’s Relatively Restrained Capex - The InformationThe Information · Sun, 09 Aug 2026 18:00:00 GMTGlobal AI Investment Is Forecast to Exceed $1 Trillion in 2026 - Goldman SachsGoldman Sachs · Fri, 07 Aug 2026 19:13:27 GMTApollo's Torsten Slok Says AI Capex Boom Is Growing Nearly Twice as Fast as the Mid-2000s Housing Bubble - BenzingaBenzinga · Fri, 07 Aug 2026 08:22:43 GMTMichael Burry Shares 'Three Great Charts' That Show Big AI Capex Could Unwind As Badly As Housing Did In 2008 - TradingViewTradingView · Fri, 07 Aug 2026 05:48:00 GMTMarvell Is Positioned to Absorb a Disproportionate Amount of This AI Capex Surge, So I Keep Buying - 24/7 Wall St.24/7 Wall St. · Thu, 06 Aug 2026 04:23:08 GMTAI Electricity Demand: GE Vernova and Eaton Will Capture This Next Wave of Capex - 24/7 Wall St.24/7 Wall St. · Thu, 06 Aug 2026 04:16:41 GMTTeraWulf CFO breaks down the CAPEX math for Morgantown energy plant, AI data center - Yahoo FinanceYahoo Finance · Wed, 05 Aug 2026 21:11:38 GMTUtilities Are Up 8% on AI Power Demand. The Fund Actually Building the Data Centers Is Up 40% - 24/7 Wall St.24/7 Wall St. · Wed, 05 Aug 2026 20:10:33 GMT

Timeline

Sun, 09 Aug 2026 18:00:00 GMTThe Risks of Microsoft’s Relatively Restrained Capex - The Information
Fri, 07 Aug 2026 19:13:27 GMTGlobal AI Investment Is Forecast to Exceed $1 Trillion in 2026 - Goldman Sachs
Fri, 07 Aug 2026 08:22:43 GMTApollo's Torsten Slok Says AI Capex Boom Is Growing Nearly Twice as Fast as the Mid-2000s Housing Bubble - Benzinga
Fri, 07 Aug 2026 05:48:00 GMTMichael Burry Shares 'Three Great Charts' That Show Big AI Capex Could Unwind As Badly As Housing Did In 2008 - TradingView
Thu, 06 Aug 2026 04:23:08 GMTMarvell Is Positioned to Absorb a Disproportionate Amount of This AI Capex Surge, So I Keep Buying - 24/7 Wall St.
Thu, 06 Aug 2026 04:16:41 GMTAI Electricity Demand: GE Vernova and Eaton Will Capture This Next Wave of Capex - 24/7 Wall St.

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