capex

dollars flying out of cloud

Cloud

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

Forty-five percent of Microsoft's order backlog is attributed to OpenAI, raising concerns about exposure should the latter run into trouble.

Diana Goovaerts Jan 29, 2026 4:27pm

dollars flying out of cloud

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

chart spending decline

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

Apr 10, 2025 3:00pm

old tv set

Altice USA exec thinks video is the edge cable needs

Dec 20, 2024 7:15am