TotalEnergies Cuts Capex Outlook by $1 Billion a Year in Cost-Savings Push

-French oil major TotalEnergies on Monday reduced its annual capital expenditure guidance by $1 billion through 2030 as part ...

Bloom Energy: The Not Too Overvalued Bet Fueling The Data Center CapEx Boom

Bloom Energy is well positioned to support AI-driven data center CapEx expansion. Click here to read my analysis of BE stock ...
Mint

‘Muted private capex’ a cause of concern for India's growth; Q1 FY26 GDP likely to grow at 6.8-7.0% — SBI Research

SBI Research predicted that the gross domestic product growth for the first quarter (April-June) of the financial year 2025-26 will be between 6.8% and 7.0%.(Bloomberg) India's muted private ...

Deutsche Bank says AI spending may be propping up the whole economy, but there are big questions about what comes next

AI capex is mainly going toward data centers and key infrastructure, but there are questions arising about what will happen ...
Morningstar

Data Center Capex to Grow at 21 Percent CAGR Through 2029, According to Dell'Oro Group

REDWOOD CITY, Calif., Aug. 6, 2025 /PRNewswire/ -- According to a recently published report from Dell'Oro Group, the trusted source for market information about the telecommunications, networks, and ...