Capex is a topic tracked in our intelligence system with 5 linked articles.
LS Power COO Darpan Kapadia argues that current electricity demand growth is real and structural, that supply will take years to catch up, and that capital must flow broadly across gas, renewables, and transmission.
Verge Decoder interview with LightShed's Walter Piecyk dissecting SpaceX's ~$28B spectrum buying spree ($8B for T-Mobile/Grain 800 MHz plus ~$20B EchoStar) as the foundation for a terrestrial-plus-satellite fourth US wireless carrier, with detailed analysis of CapEx requirements, telco competitive vulnerabilities, and FCC dynamics.
American Electric Power has agreed to buy up to 1.6 GW of Mainspring Energy's linear generators and separately plans to spend roughly $4 billion on a 702-MW Bloom Energy fuel-cell project in Wyoming that is contracted to Google.
Oswal Pumps will invest $48 million to build a 1.2 GW TOPCon solar cell factory in Karnal, Haryana, with production starting by April 2028 and all output reserved for its captive solar module manufacturing.
Roche's Genentech to invest $750 million to double Oregon production facility.
Northwest plan targets 11 GW new generation and 5 GW storage by 2032 with a fixed cost of $2.3 billion.
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