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Topic // Entity

AI capital expenditure

Topic mentions across the corpus

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Overview

Publications

4

Articles

4

Mentions

4

Last 30 days

1

First seen

Jul 24, 2026

Most recent

Sep 25, 2026

Activity

  • 1 mention in the last 30 days

Recent articles

After the FOMC: my macro convictions for 2027

Matein’s Substack · Sep 25, 2026 · tagged_topic

Alibaba’s Qwen 3.8 Max, rogue behaviour, and rising capex leads to rising worries

HT Newsletters · Aug 5, 2026 · tagged_topic

📉💻 Big Tech Valuations Declining?

Hump 🐪 Days · Jul 27, 2026 · tagged_topic

Nomura's Chief China Economist on AI's Economic Impact

Ginger River Review · Jul 24, 2026 · tagged_topic

Publications discussing this topic

Ginger River Review

8K subs · 1 linked

HT Newsletters

29K subs · 1 linked

Hump 🐪 Days

70K subs · 1 linked

Matein’s Substack

5K subs · 1 linked

Related entities

Topics

Federal Reserve policy · 2 Semiconductor supply chain · 1 Retail trading products · 1 trucking industry · 1 Financial instruments · 1 AI macroeconomics · 1 Tech sector performance · 1 currency markets · 1 Labor market data · 1

People

Shad Hasnain · 1 Emmanuel Macron · 1 Marine Le Pen · 1

Companies

Alphabet · 2 Microsoft · 2 META · 2 OpenAI · 1 Amazon · 1 JB Hunt · 1 Apple · 1

Other

AI · 2 lithography · 1 memory chips · 1 micro contracts · 1 Advanced robotics · 1
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