Every AI News story tagged with both AI Bubble and AI Compute — the two topics side by side, updated as new articles publish.
3 articles
Capital expenditure — capex — is what tech giants spend building AI data centers and chips. Here's what it means when that spending pushes a profitable company's free cash flow negative.
Read more →Alphabet posted its first quarterly free-cash-flow deficit as AI spending pushed capital expenditures to a record $44.9 billion, and raised its 2026 capex outlook to $205 billion.
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Circular AI financing is the web of equity stakes, loans, and purchase deals linking chipmakers, cloud providers, and AI labs — and central banks now call it a systemic risk.
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