capex

dollars flying out of cloud

Cloud

Oracle’s order backlog soars past half a trillion dollars

Free cash flow cratered and capex jumped in Oracle's fiscal Q2 2026, spooking investors. But analysts said the company remains on solid ground.

Diana Goovaerts Dec 11, 2025 6:10pm

AI-generated illustration A hallway of data center racks lined with money bags

CoreWeave preps for monster capex growth in 2026

Nov 11, 2025 12:26pm

Illustration An arrow made of clouds points upwards on top of increasingly tall data center racks

Dell'Oro projects 21% CAGR data center capex growth through 2029

Aug 6, 2025 1:02pm

chart spending decline

Telecom capex to decline at 2% CAGR through 2027: Dell’Oro Group

Apr 10, 2025 3:00pm

old tv set

Altice USA exec thinks video is the edge cable needs

Dec 20, 2024 7:15am

Cloud money

Alphabet, Microsoft ramp cloud capex to lead AI charge

Apr 26, 2024 12:55pm