AI Propels Tech Earnings
Bloomberg Technologyยท2025-07-31 20:01
It wasn't just the ad pricing in the quarter gone or talking up all of their prowess or narrowing the CapEx range. The thing that surprised many was them saying next year, 2026, we will grow CapEx. What did you make of that.Word now, and it tells you that the spending on AI really does continue. I mean, I think everybody's been concerned that the spending is going to drop off a little bit. But from a dollar perspective, many talked about how 2026 will see, you know, substantial increase in CapEx similar to ...