Analyst Notes
ByteDance planning CapEx increase in 2026; relatively modest jump
Media reports in APAC indicate ByteDance is set to increase its CapEx commitment in 2026. ...
Read more...Ada Infrastructure brings on new leadership changes
Ada Infrastructure named Justin Thomas as the company’s new head of North America and CTO. ...
Read more...Meta reports 4Q25 results; CapEx expected to climb further as AI build-out picks up pace
Read more...Microsoft reports 2QFY26 results; more Azure growth, CapEx investments, with spin-off into traditional compute infrastructure
Read more...WSS: More concerns around AI infrastructure build-out play out in investments, legal action; more leasing and builds
Read more...MI: Nuclear energy continues with momentum as Meta expands investment, partnerships
Nuclear energy continues to see momentum in the sector. ...
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