Tag

#ai-capex

4 stories · “ai-capex”.

An aerial view of the three glass Amazon Spheres at Amazon's Seattle headquarters, surrounded by streets and office buildings.

Oct 31, 2026

Amazon's AWS Grew 39% While Free Cash Flow Fell to -$42.4 Billion

AWS grew 39% and Amazon's operating income rose 61%, but trailing free cash flow fell to -$42.4bn after $77.3bn of capex in the quarter, and shares slipped.

By TPW Editorial8 min read

Building 92 on the Microsoft campus in Redmond, Washington, seen from the outside

Oct 27, 2026

Microsoft Opens Voluntary Exit Offer to 60,000 Eligible Employees

Microsoft's Voluntary Exit Offer covers 60,000 eligible employees in four countries at level 70 or below. Decisions in early December, exits on 31 December.

By TPW Editorial9 min read

The entrance to Meta's Menlo Park headquarters, with a low red-brick building, trees, a traffic light and a Facebook thumbs-up sign beside the road under a blue sky.

Oct 26, 2026

Meta's Free Cash Flow Turned Negative for the First Time Since 2012

Meta's Q3 2026 revenue rose 26% to $64.60 billion, but free cash flow turned negative at -$2.12 billion as AI capex climbed and shares fell almost 7%.

By TPW Editorial8 min read

The white marble Eccles Building in Washington, D.C., with its columned entrance and flag, headquarters of the Federal Reserve Board.

Oct 20, 2026

Warsh Says the AI Investment Boom Is Adding to Inflation

Fed Chair Kevin Warsh said on 16 October 2026 that AI investment is one force behind higher inflation, days after the Fed's first rate hike in three years.

By TPW Editorial8 min read