Tag: #CapEx
After Meta's $75B Bet: A $30B Bond Deal and Wall Street's Harsh Reality Check
One week after Meta announced $75B in AI infrastructure deals, it raised $30 billion in bonds and watched its stock drop 11%. What changed, and what it means for the AI spending race.
Meta's $75B AI Infrastructure Bet: Inside the Biggest Cloud Deals of 2025
How Meta spent $75 billion in three months on AI infrastructure-and why Wall Street is worried it might be a bubble.