Topic

#Capex

4 articles

A split-screen photojournalistic still — left half a humming hyperscale data center hall lit blue, right half an empty open-plan office at dusk with a single desk lamp and a half-packed cardboard box, harsh editorial lighting, shot on 35mm, no text, no people
May 9, 2026 • 11 min read

55% of Bosses Regret AI Layoffs. Zuckerberg Doesn't.

Two AI layoff waves are happening at once and they look identical from the outside. Hyperscalers are firing tens of thousands of workers to fund $725 billion in chip buys. Mid-market firms that fired humans to deploy AI are quietly hiring them back. Forrester and Orgvue both put the regret rate at 55%. Klarna already reversed. Zuckerberg won't.

#AI#Layoffs#Capex
A construction crane sits idle at sunset above a half-poured data center foundation, with a freshly signed government document blowing across the rebar in the foreground. Photojournalistic, golden hour light, shallow depth of field.
Apr 26, 2026 • 10 min read

Microsoft Cut 3.5GW of AI. Big Tech Bet $660B.

Microsoft quietly killed 1.5GW of near-term data center builds and walked away from 2GW more in non-binding leases, while seven hyperscalers signed a White House pledge committing to pay for power whether they use the electricity or not. Aggregate 2026 AI capex now tops $660 billion, and earnings drop on Wednesday April 29.

#AI#Capex#Microsoft
A vintage brass balance scale on a polished concrete data center floor. Cardboard moving boxes with personal office items spill out of the left pan. A heavy GPU server rack module sits on the right pan, tipping the scale toward compute. Glowing rows of server racks recede into the background, and a data center under construction with cranes is visible through a doorway. Photojournalistic style, dramatic chiaroscuro lighting.
Apr 25, 2026 • 11 min read

Meta Cut 8,000 People to Spend $135 Billion on AI

On Wednesday, Meta's HR head sent a memo cutting 8,000 jobs and closing 6,000 more roles. The same week, the company guided 2026 capital spending to $115 to $135 billion, nearly double last year. The Year of Efficiency is back, and this time it is buying GPUs, not Metaverse headsets.

#Meta#Layoffs#AI