All stories tagged capex on VentureGrill.
Meta's release of its Muse Wonder model highlights the escalating arms race among hyperscalers, where $750 billion in annual capex is now the baseline for staying competitive.
Nvidia’s projected $108 billion quarterly revenue marks a transition from speculative AI build-outs to massive, institutionalized compute spending.
Anthropic is moving beyond software, partnering with Macquarie and GIC to secure dedicated physical infrastructure, signaling a shift toward capital-intensive vertical integration.