Capex
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USA
Nvidia rises 7% as CEO says $660 billion capex buildout is sustainable
The tech industry’s increasing capital expenditure on AI infrastructure is justified, appropriate and sustainable. Nvidia CEO Jensen Huang said on…
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USA
AI Capex Can’t Drive Markets as Much Anymore: Goldman
Christian Mueller-Glissmann, head of asset allocation research at Goldman Sachs, says the market trades AI in a “relatively evidence-based” way.…
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USA
HSBC flags AI capex mismatch, others warn of ‘irrational exuberance’
HONG KONG, CHINA – 2025/03/01: This photo illustration shows confusing Artificial Intelligence (AI) applications, DeepSeek and ChatGPT on a smartphone…
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USA
Oppenheimer Maintains Outperform on Nvidia (NVDA) as Hyperscaler Capex Accelerates
Nvidia Corporation (NASDAQ: NVDA) Best data center stocks to buy now– And the best stock on this list. Despite the…
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