Google raises 2025 capex forecast to $205B, rattling Wall Street investors

·33 views

Google has revised its capital expenditure estimate upward to between $195 billion and $205 billion, up from a previous projection of up to $190 billion. The revision came during earnings season and caught investors off guard, as even the new lower bound exceeds the company's prior upper-end forecast. Analysts are concerned that Google appears unable to accurately predict its own costs, raising questions about financial discipline. Adding to investor anxiety, the company is currently spending more than it is earning. The development reflects broader Wall Street nervousness about the soaring costs of AI infrastructure investment.

Read the full story at The Verge

This is an AI-generated summary. ShortSingh links to the original source for the complete article.

Discussion (0)

Zoe Kleinman: PHP is the cyber equivalent of an unexploded bomb

It has been a dramatic, public and global response, but the cyber event hasn't happened yet.

0 comments Read more at BBC Tech

TechnologyBBC Tech ·

AI minister says 500 new vulnerabilities found in government systems

An AI minister has reported that around 500 new security vulnerabilities have been identified within government. The disclosure was attributed to the minister in a BBC Tech report. The full article text was not available, so the scope, timing, and details of the findings cannot be confirmed here. Further information would be needed to explain how the vulnerabilities were discovered and what remediation is planned.

0 comments Read more at BBC Tech

TechnologyNYT Technology ·

AI Data Center Boom Lifts Demand for Gray Industrial Paint

Technology companies are coating data centers in gray paint applied over gray concrete and steel. The coatings are used to protect against fire, rust, and static electricity. As a result, data centers have become a fast-growing market for paint manufacturers. The trend is tied to the expansion of artificial intelligence infrastructure. The article's reporting focuses on the paint industry's rising sales linked to this construction surge.

0 comments Read more at NYT Technology

TechnologyBBC Tech ·

UK Works to Assess Exposure After Global Cyber-Security Warning

Governments and companies are rushing to shore up their websites following a global cyber-security warning. Amazon has said it was targeted by attacks before that warning was made public. The article provides few further specifics about the nature of the threat. The UK is among the governments working to identify how far its systems may be exposed. The situation remains fluid as organisations assess potential risks.

0 comments Read more at BBC Tech