Posts Tagged ‘CapEx’

MI: Hyperscale CapEx, supply chains seeing impact from global trade issues

May 30, 2025
Philbert Shih

As global trade issues and uncertainty around the macroeconomic environment swirl, close attention i...

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Meta reports 1Q25 results; CapEx guidance up amid steady demand outpacing supply

May 6, 2025
Philbert Shih

Meta reported its 1Q25 results, which were highlighted by an increase in CapEx guidance. ...

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Microsoft reports 2QFY25 results; Azure continues steady growth amid capacity constraints, while most get situation wrong

February 3, 2025
Philbert Shih

Microsoft reported its 2QFY25 results, which included details on Azure growth, AI uptake and CapEx o...

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Meta shares CapEx update amid plans to build GW-scale data centre in Louisiana

January 29, 2025
Philbert Shih

Meta shared some data points about its AI infrastructure plans moving into 2025. The information was...

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3Q24 IB: Hyperscale CapEx shows no signs of slowing down

December 6, 2024
Philbert Shih

Hyperscale CapEx numbers continued to rise during the quarter. ...

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MI: Hyperscale CapEx continues to climb and widen TAM

November 29, 2024
Philbert Shih

The hyperscale CapEx numbers coming out of earnings season are good indicators for where the sector ...

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Meta reports 3Q24 results; CapEx continues to climb, driven by servers, GPUs

November 11, 2024
Philbert Shih

Meta reported its 3Q24 results, which provided more insights into its CapEx investment levels. ...

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Google reports 3Q24 results; raw cloud infrastructure growth (update)

November 4, 2024
Philbert Shih

Google Cloud’s parent company Alphabet reported its 3Q24 results, which included a clear break-out...

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Microsoft reports FY1Q25 results; steady growth for Azure (update)

November 4, 2024
Philbert Shih

Microsoft reported its FY1Q25 results, which included data points for the Azure cloud business under...

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2Q24 IB: CapEx outlays from hyperscalers elevating, but not an over-investment

September 13, 2024
Philbert Shih

CapEx numbers increased significantly in the recent quarter as hyperscale platforms continue to inve...

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Meta reports 2Q24 results; data points about CapEx, data centre deployment strategy

August 6, 2024
Philbert Shih

Meta reported its 2Q24 results, which included insights about its CapEx and data centre expansion ef...

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MI: Hyperscale CapEx set to increase in 2024 and beyond

April 30, 2024
Philbert Shih

CapEx spending is going up across the board for hyperscale platforms. ...

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