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Quarterly Earnings Results
Amazon Q3 2025: The $125B AI Infrastructure Pivot Driving AWS Re-Acceleration
Inside Amazon’s record-breaking AI infrastructure buildout, global data center expansion, and the strategic bets defining its next decade of cloud…
Nov 10
Google Q3 2025: $93 Billion CapEx Marks the Moment AI Became Infrastructure
A record quarter. A $93 billion CapEx plan. And a clear signal that AI infrastructure not advertising is now Alphabet’s core business.
Nov 10
1
Microsoft Q1 FY2026: The $35 Billion Quarter That Redefines the AI Factory
Microsoft’s record $34.9 billion in Q1 CapEx marks a structural shift from software margins to physical scale building the AI factory that will define…
Nov 10
NVIDIA Q2 FY26: Data Center Growth Faces Scrutiny Amid $60B Buyback
NVIDIA delivered $46.7B in revenue and guided Q3 to $54B, but concerns over Data Center momentum, China headwinds, and customer concentration are…
Sep 2
12
1
Digital Realty Q2 2025: $9B Pipeline and Hyperscale Fund Signal a New AI Infrastructure Era
Digital Realty delivered record Q2 results, but the real story is a $9B development pipeline and the launch of a $3B Hyperscale Fund designed to scale…
Aug 28
16
CoreWeave Q2 2025: $9B Core Scientific Bet Redefines the AI Infrastructure Race
Revenue triples, CapEx accelerates, and landmark customer deals position CoreWeave as the fastest-scaling challenger in hyperscale AI infrastructure.
Aug 26
12
1
$70B for AI: Meta’s Q2 Results Reveal the Scale of Its Infrastructure Ambition
Meta’s record quarter highlights its pivot into AI-first infrastructure while regional revenue trends show where demand is scaling fastest
Aug 21
14
2
Google Q2 2025: $85B CapEx Signals a Decade-Long AI Infrastructure Race
Google lifts 2025 CapEx to $85B, doubling down on AI chips, data centers, and emerging market cloud buildouts.
Aug 19
30
Amazon’s $125B AI Infrastructure Surge: Balancing AWS Margin Pressure with Global Capacity Expansion
Inside Amazon’s record AI infrastructure spend, global data center expansion, and the strategic bets reshaping its cloud footprint in emerging and…
Aug 14
11
1
Microsoft’s $4 Trillion Playbook: How AI Infrastructure Strategy is Rewriting the Global Data Center Map
Record earnings fuel record capex as Microsoft accelerates AI-first data center builds, locking in land, power, and sovereign cloud footholds across…
Aug 12
13
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