#aiBuildout
LightNews LightNews
wavedeva.bsky.social
#AIBuildOut #AICapex #capex #AIInfrastructure #datacenters #DataCenters #AI #ArtificialIntelligence #Bain&Co #AISpending #infrastructure
jessefelder.com Jesse Felder @jessefelder.com · 14d
‘Consultants at Bain & Co. predicted in late September that the likely revenue available from AI spending by consumers and companies by 2031 would be less than $2 trillion, which is far below the $6 trillion needed to justify planned investments.’ www.bloomberg.com/opinion/arti...
The AI Buildout Is Nearing Its Existential Phase
Fear of missing out has driven data-center developers to build as much computing capacity as possible, as swiftly as they can. But investors funding the projects are getting nervous. They’re suddenly ...
www.bloomberg.com
October 20, 2026 at 5:29 PM
nile11.bsky.social
Pennsylvania Data Center Backlash Rewrites AI Politics
..................
https://nile1.com/pennsylvania-data-center-backlash-rewrites-ai-politics/
..................
#aiBuildout #amazonDataCenterPennsylvania #dataCenterOpposition #gregAbbottDataCenters #hazleTownship #hyperscaleDataCenters #joshSha
GettyImages-2270409100-e1791581249531-bit-social-bluesky-2000x2000.webp
October 11, 2026 at 9:56 AM
ruthlessgravity.bsky.social
Going to be wild when the general public catches on that weee trading away things that’ll instantly make their lives better for an AIbuildout that might make their lives better at some point in the future
September 12, 2026 at 4:23 PM
financialtalk.bsky.social
'Tentacles of the #AIbuildout' reaching every asset class, says #J.P.Morgan's #GabriellaSantos youtu.be/F-VWY7QP6Aw
'Tentacles of the AI buildout' reaching every asset class, says J.P. Morgan's Gabriella Santos
YouTube video by CNBC Television
youtu.be
September 3, 2026 at 2:38 PM
financialtalk.bsky.social
#RyanShrout of #Signal65 expects #DellTechnologies #DELL to remain in a strong position in the #AIbuildout. He says the company owning its #AIserver business outright gives Dell an advantage youtu.be/jcQeKlLKhZE
DELL Earnings Justifying Stock Rally? AI Growth & Backlog Delivery Critical
YouTube video by Schwab Network
youtu.be
September 1, 2026 at 8:30 PM
aifreeforever.bsky.social
Alphabet is lining up up to $25 billion in fresh U.S. debt as it keeps pouring money into its AI buildout.
#Alphabet #Google #AI #AIBuildout #BondSale #DebtFinancing #CapitalExpenditure #BigTech #CloudComputing
August 11, 2026 at 1:00 PM
ppc.land
FYI: S&P cuts Oracle to BBB- as AI buildout widens cash deficit to $42bn #Oracle #SAndP #AIBuildout #CashDeficit #OpenAI
S&P cuts Oracle to BBB- as AI buildout widens cash deficit to $42bn
Ratings firm ties the cut to a forecast $42bn fiscal 2027 cash deficit and OpenAI's half-share of a $638bn backlog, raising re-leasing risk for advertisers.
ppc.land
July 21, 2026 at 12:41 PM
ppc.land
ICYMI: S&P cuts Oracle to BBB- as AI buildout widens cash deficit to $42bn #Oracle #RatingCut #AIBuildout #CashDeficit #FinancialNews
S&P cuts Oracle to BBB- as AI buildout widens cash deficit to $42bn
Ratings firm ties the cut to a forecast $42bn fiscal 2027 cash deficit and OpenAI's half-share of a $638bn backlog, raising re-leasing risk for advertisers.
ppc.land
July 19, 2026 at 12:39 PM
marketingnews.bsky.social
FYI: S&P cuts Oracle to BBB- as AI buildout widens cash deficit to $42bn #Oracle #SAndP #AIBuildout #CashDeficit #OpenAI
S&P cuts Oracle to BBB- as AI buildout widens cash deficit to $42bn
Ratings firm ties the cut to a forecast $42bn fiscal 2027 cash deficit and OpenAI's half-share of a $638bn backlog, raising re-leasing risk for advertisers.
ppc.land
July 21, 2026 at 12:40 PM
marketingnews.bsky.social
ICYMI: S&P cuts Oracle to BBB- as AI buildout widens cash deficit to $42bn #Oracle #RatingCut #AIBuildout #CashDeficit #FinancialNews
S&P cuts Oracle to BBB- as AI buildout widens cash deficit to $42bn
Ratings firm ties the cut to a forecast $42bn fiscal 2027 cash deficit and OpenAI's half-share of a $638bn backlog, raising re-leasing risk for advertisers.
ppc.land
July 19, 2026 at 12:39 PM
market-ocean-en.bsky.social
market turns it into a higher bill. #UKGilts #FiscalSovereignty #AIBuildout
June 20, 2026 at 12:30 PM
financialtalk.bsky.social
#DanIves, global head of tech research and
senior #equityanalyst at #WedbushSecurities, discusses the importance of Wednesday’s earnings from Micron Technologies, tech spending on #capex and the #AIbuildout, and how he views public-private partnerships on AI companies. youtu.be/pVyldAY2grE
Micron Earnings to Be ‘Gut Check Moment’ for Markets, Dan Ives Says
YouTube video by Bloomberg Television
youtu.be
June 24, 2026 at 1:57 PM
josemurilo.mato.social.ap.brid.gy
“All four #hyperscalers are now borrowing hundreds of billions in bonds to keep the #aibuildout alive. These were the most cash-rich companies in human history, and they're leveraging themselves to the teeth to build #infrastructure that nobody has proven will generate enough revenue to pay for […]
Original post on mato.social
mato.social
June 7, 2026 at 9:07 AM
journosnews.com
Texas becomes epicenter of U.S. AI expansion.

#OpenAIExpansion #StargateAI #TexasTech #ChatGPTFuture #AIBuildout
OpenAI Expands Stargate AI Data Center Network with Oracle and SoftBank
OpenAI Launches Stargate AI Data Center in Texas, Announces Expansion Across the United States Published: September-24-2025, 14:30 EDT OpenAI has
journosnews.com
September 24, 2025 at 2:42 AM