Big Tech reported Q2 “other income” rose significantly to $160B+, driven by investments in AI companies, raising concerns of paper gains overstating the AI boom
Big Tech reported Q2 “other income” rose significantly to $160B+, driven by investments in AI companies, raising concerns of paper gains overstating the AI boom
Analysts say large paper windfalls on investments in OpenAI, Anthropic and SpaceX have muddied the tech sector's earnings metricsForums:r/EconomicsForums:r/Economics:Big Tech profits get $160bn boost ...
UK-based Creator Fund closes a $56M fund to back European PhD founders, reaching them in universities before they're pulled into academia, Big Tech, or US labs
Creator Fund has closed a $56 million European fund to back PhD founders before they have a pitch deck, let alone a company.
Sources: Alphabet plans to sell a rare 100-year sterling bond, as Big Tech companies borrow more to fund their capex growth; IBM sold a 100-year bond in 1996
Deal comes as Google parent steps up AI borrowing rush with $15bn sale of dollar bonds — Alphabet has lined up banks to sell …
Sources: Alphabet plans to sell a rare 100-year sterling bond, as Big Tech companies borrow more to fund their capex growth; IBM sold a 100-year bond in 1996
Deal comes as Google parent steps up AI borrowing rush with $15bn sale of dollar bonds — Alphabet has lined up banks to sell …
Apple, whose capital expenditure is just a fraction of its peers, is the only Big Tech company that saw capex decline YoY in Q4, decreasing 19% to $2.37B
One of these companies is not like the others. — If you've been following the Big Tech companies' earnings reports …
Apple, whose capital expenditure is just a fraction of its peers, is the only Big Tech company that saw capex decline YoY in Q4, decreasing 19% to $2.37B
One of these companies is not like the others. — If you've been following the Big Tech companies' earnings reports …
Analysis: Oracle has moved $66B of debt for building AI data centers off its balance sheet using SPVs; Meta has moved $30B, xAI moved $20B, and CoreWeave $2.6B
Creative financing helps insulate Big Tech while binding Wall Street to a future boom or bust
Morgan Stanley: hyperscalers will fund $1.4T of the $2.9T in future AI infrastructure through 2028, with debt, PE, VC, and other sources making up the $1.5T
Private capital joins Big Tech in seeking to capture rewards from historic expansion of data centres
Meta reports Q4 revenue up 25% YoY to $40.1B, net income up 201% YoY to $14B, and family daily active people up 8% YoY to 3.19B for December 2023
Meta Platforms (META Quick Quote META - Free Report) … Salvador Rodriguez / Wall Street Journal : Facebook Parent Meta Initiates Dividend as Growth Continues Jonathan Vanian / CNBC : Mark Zuckerberg s...