capex

AT&T unveils $250B investment to expand 5G, fiber, satellite networks

AT&T plans to spend $250 billion over five years - far above analyst capex expectations - to enable "always-on connectivity" for data-intensive applications.

Masha Abarinova Mar 10, 2026 1:35pm

OpenAI in focus as Microsoft's $625B backlog faces scrutiny

Jan 29, 2026 4:27pm

Oracle’s order backlog soars past half a trillion dollars

Dec 11, 2025 6:10pm

AI-generated illustration A hallway of data center racks lined with money bags

CoreWeave preps for monster capex growth in 2026

Nov 11, 2025 12:26pm

Illustration An arrow made of clouds points upwards on top of increasingly tall data center racks

Dell'Oro projects 21% CAGR data center capex growth through 2029

Aug 6, 2025 1:02pm

Telecom capex to decline at 2% CAGR through 2027: Dell’Oro Group

Apr 10, 2025 3:00pm