#Capital Expenditure

Meta has increased its El Paso AI data center investment more than sixfold, from $1.5B to $10B, targeting 1GW capacity by 2028. What this means for investors, competitors, and the AI infrastructure race.

CoreWeave's aggressive $30-35B capex plan for 2026 spooked investors, raising questions about the AI infrastructure company's debt-heavy business model and customer concentration risks.

US business borrowing for equipment investment fell over 4% year-over-year in November, according to the ELFA. The drop signals corporate caution amid high interest rates and economic uncertainty.