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Cointelegraph
Cointelegraph|11月 02, 2026 22:32
🚨 JUST IN: Bill Ackman's Pershing Square says Big Tech's AI spending is 'offensive rather than defensive,' but expects capex cuts if revenue doesn't follow. Hyperscaler capex has gone from ~$140B in 2023 to ~$740B in 2026, and consensus sees "over $1 trillion" next year.
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11月 03, 07:26South Korea and Japan should cooperate in areas such as AI and semiconductors.
11月 03, 02:49Future spending commitments total a record $3.3 trillion
11月 03, 01:10Technology companies pledge a record $3.3 trillion in future spending.
11月 02, 23:59Anthropic's third-quarter revenue was approximately $17 billion.
11月 02, 19:40Anthropologie has pledged $900 billion to invest in AI infrastructure.
11月 02, 17:30Model upgrades reduce the operating costs of AI applications
11月 02, 17:29Anthropic announced AI spending commitments ahead of its IPO.
11月 02, 15:39Ant Group's $900 billion guarantee spending commitment
11月 02, 14:54Anthropic's revenue is growing rapidly, but its huge losses and expenses are expanding simultaneously.
11月 02, 14:50Anthropic experienced rapid revenue growth, but its huge losses and expenses expanded simultaneously.

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