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The latest CapitalWire reporting and analysis tagged AI.

Business

AI Capex Reassessment: Microsoft Exits UK's Largest AI Data Center as Tech Selloff Bites

Microsoft pulled out of Britain's flagship AI data center over power-supply concerns, adding to a week of doubt about AI spending that triggered a tech selloff and dragged risk assets lower.

Nathan Brooks·October 27, 2026·5 min read
Business

AI Capex Supercycle Pushes Hyperscaler Spending Past $400 Billion

Combined capital expenditure at the four largest U.S. cloud providers will exceed $400 billion this year, more than double 2024 levels, with no signs of plateau.

Nathan Brooks·October 24, 2026·6 min read

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