OpenAI's spending bonanza has Wall Street focused on capex in Big Tech earnings reports

In this articleGOOGLMETAAMZNMSFTNVDAMicrosoft CEO Satya Nadella, right, speaks as OpenAI CEO Sam Altman looks on during the OpenAI DevDay event in San Francisco on Nov. 6, 2023.Justin Sullivan | Getty ImagesOpenAI's head-spinning investments announced in recent months have led to increased scrutiny of the hyperscalers, which are all racing to develop infrastructure for the accelerating artificial intelligence boom.Investors are about to get a lot of new information to digest.Microsoft, Alphabet, Meta and Am ...