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Quarterly Earnings Results
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Meta’s $135B Capex Signal: Ads Are Becoming an Infrastructure Product
How AI, Power, and Gigawatt-Scale Compute Are Transforming Advertising into a Capital-Intensive Infrastructure Business
Feb 25
20
2
Amazon Q4 2025 Earnings: The $200B Infrastructure Mandate
Inside AWS Reacceleration, 4GW Capacity Expansion, and the Strategic Bet on Vertical AI Infrastructure
Feb 24
21
Microsoft Q2 FY2026: The $37.5B Infrastructure Surge That Repriced Azure
How Capital Intensity, Power Constraints, and Depreciation Are Reshaping Microsoft’s AI Economics
Feb 18
21
1
Alphabet Inc. Q4 2025 Earnings: The $270B Infrastructure Reset
How $175–185B in 2026 CapEx Redefines AI Leadership Around Power, Silicon, and Scale
Feb 17
16
2
Equinix Q3 2025: The $394 Million Quarter That Signals the AI Interconnection Supercycle
Record bookings, a 50 % EBITDA margin, and 900 MW of new capacity show how Equinix is quietly becoming the connective tissue of the global AI economy.
Nov 18, 2025
3
Digital Realty Q3 2025: $1.58B Revenue and $852M Backlog Signal the New Era of Scarcity Pricing
Record Q3 results confirm Digital Realty’s strategy of monetizing scarce, power-ready capacity and high-margin interconnection while staging the next…
Nov 18, 2025
2
The $1.99B Q3 That Redefined Who Owns the AI Economy
How Equinix and Digital Realty turned Q3 into the clearest signal yet that control of power-ready land and dense interconnection not CapEx totals now…
Nov 18, 2025
19
3
Meta Q3 2025: The $70 Billion CapEx Pivot That Turns AI Into Infrastructure
Meta’s Q3 signals a bold shift as it turns ad revenue into one of the world’s largest AI infrastructure plays.
Nov 10, 2025
2
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, 2025
1
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, 2025
2
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, 2025
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, 2025
12
1
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