AI CapEx
Coverage of AI CapEx in the Nexus archive.
- Fund managers have rarely been this bullish about stocks, says a Bank of America survey
A Bank of America survey revealed that fund managers are highly bullish regarding stocks. Despite potential concerns about higher interest rates, a global slowdown, political instability, and AI capex, investors reportedly aren't especially troubled by these factors in late summer.
- Tencent Slides Amid AI Capex Concerns | The China Show | 8/13/2026
The article references that Tencent slid due to concerns regarding AI Capex. The content promoting "Bloomberg: The China Show" states it provides news and analysis on the world's second-biggest economy across topics such as politics, policy, tech, and trends.
- AI capex could hit $1.6 trillion next year, says fund manager who sees more echoes of 1998 than the dot-com bust
A fund manager estimates that AI capex could reach $1.6 trillion next year, noting historical parallels to 1998 and the dot-com bust. However, the fund manager also believes that hyperscalers are in a strong position to finance their investments while expecting high returns and short payback schedules.
- Fed keeps rates steady. The big question now: What will Microsoft and Meta say on AI capex?
The Federal Reserve has maintained steady interest rates. The article highlights anticipation around upcoming announcements from Microsoft and Meta regarding their AI-related capital expenditures.
- AI CapEx Rush Seen as Continuing as Market Stresses Bubble Up
The article discusses the ongoing rush in AI capital expenditures despite emerging market stresses. Scott Goodwin, co-founder of Diameter Capital Partners, spoke at the Bloomberg Global Credit Forum in New York.