Capex is a topic tracked in our intelligence system with 5 linked articles.
HBM now makes up about 63% of AI chip component costs, driving a sharp shift in cost structure with total AI chip component spend rising to about $52B in 2025 from $22B in 2024.
HN discussion placeholder around a $48K GPU server, but the prompt itself adds no substantive data.
SpaceX files the S-1 for SPCX, signaling a potential record IPO fueled by Starlink revenue but burdened by large losses and sky-high capex.
xAI plans to spend $2.8B on natural gas turbines over 3 years per SpaceX's IPO filing, while a lawsuit over its data-center generators looms.
First Fehmarnbelt Tunnel element successfully immersed; an 18 km project aiming to be the world’s longest immersed tunnel, with 79 standard and 10 special elements plus a closing joint, built under a RAT JV for Sund & Bælt.
Barry Diller defends Sam Altman while warning that trust won’t avert AGI’s unknown risks, highlighting guardrails and the broader AI compute/data-center economics and regulatory implications covered in the piece.
Subscribe for real-time topic updates and unlimited access to our intelligence platform.