Tag: Capital Expenditure

• Surviving the AI Capex Boom

  October 28, 2025

  Big Tech’s AI buildout is transforming markets. Drawing on the lessons of past capex booms, we offer a playbook for investors. https://www.sparklinecapital.com/post/surviving-the-ai-capex-boom more ›

• Water: AI mega projects raise alarm in some of Europe’s driest regions

  October 17, 2025

  Europe is planning to at least triple its data center capacity as part of a push to become a world-class AI hub. https://www.cnbc.com/2025/10/16/water-ai-mega-projects-raise-alarm-in-some-of-europes-driest-regions.html more ›

• Tech Brew Ride Home: (BNS) Could AI Spending Blow Up The Economy? With Paul Kedrosky

  August 10, 2025

  Listen: https://ift.tt/qnB2RN4 I spoke with the great Paul Kedrosky to discuss the significant impact of AI capital expenditure (CapEx) on the economy, exploring how it contributes to GDP growth and… more ›