Tech
Big Tech ramps up AI spending as investor confidence grows
Big Tech invests heavily in AI amid soaring returns, boosting investor confidence and driving revenue growth
Big Tech invests heavily in AI amid soaring returns, boosting investor confidence and driving revenue growth
– Big Tech investments in AI are driving revenue growth in search, advertising, and cloud computing.
– Microsoft plans to spend $30 billion this quarter, while Alphabet raises its budget by $10 billion to $85 billion.
Microsoft and Alphabet have ramped up spending to address capacity shortages as AI services demand surges, signalling AI as a key growth driver. Analysts caution monetisation is still immature, yet investor sentiment remains optimistic.
The trend appears supportive for Amazon, which is preparing to release earnings amid a robust demand for AI technology that is helping shield the tech sector from economic uncertainties.
Investment Confidence
Microsoft plans to spend a record $30 billion in the current quarter, reflecting growing confidence in its Azure cloud business. Alphabet has also adjusted its spending forecast upwards by $10 billion to $85 billion this year, showcasing commitment to AI development.
Microsoft revealed its Azure sales surpass $75 billion, with significant user engagement in its AI tools, reinforcing expectations for continued growth.
Tech
Apple’s AI wearable push: Cameras, speakers and a 2027 vision
Apple is developing an AI-powered wearable device, aiming for a launch of 20 million units in the growing AI market.
Apple is developing an AI-powered wearable device, aiming for a launch of 20 million units in the growing AI market.
Apple is reportedly developing an AI-powered wearable device equipped with cameras and speakers, signalling its next major move into artificial intelligence-driven hardware.
While still in early development, the company is said to be planning a launch scale of up to 20 million units.
This move places Apple squarely into the fast-growing AI wearable market, where tech giants are racing to define what hands-free, AI-first devices will look like. Rather than rushing to market, Apple appears to be taking a measured approach by embedding AI capabilities into its existing ecosystem.
Reports suggest Apple is also experimenting with camera-equipped AirPods and smart glasses, with a potential launch timeline around 2027. If successful, these devices could reshape how users interact with AI in everyday life.
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Tech
AI spending in 2026: Why investment is compounding, not just cyclical
As 2026 begins, AI investment debates rise; real revenue growth signals pivotal changes for tech adoption and future trends.
As 2026 begins, AI investment debates rise; real revenue growth signals pivotal changes for tech adoption and future trends.
As we kick off 2026, the debate around AI spending is heating up. Skeptics warn of cyclical hype, but new evidence suggests that AI investment is delivering real revenue and gaining traction across enterprises. Brad Gastwirth from Circular Technologies breaks down why this year could be pivotal for AI adoption.
We dive into how AI spending today compares to previous tech booms, the impact of circular funding models, and why enterprise and sovereign demand are driving durable growth. Brad explains the compounding effect of AI investment and what it means for future technological development.
Finally, we explore the race toward AGI and ASI and the broader implications for the tech landscape. From skeptics to believers, understanding these trends is key for investors, businesses, and tech enthusiasts alike.
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Tech
TSMC posts record profits on AI chip boom
TSMC posts record Q4 profit, driven by strong chip demand, exceeding predictions and signaling market dominance.
TSMC posts record Q4 profit, driven by strong chip demand, exceeding predictions and signaling market dominance.
Taiwan Semiconductor Manufacturing Company (TSMC) has posted a record net profit for the fourth quarter, driven by strong demand for advanced chips.
Net profit surged 35% year-on-year, exceeding analyst expectations and signalling a dominant position in the semiconductor market.
Quarterly revenue also rose 20.5% compared to last year, supported by robust sales in AI and high-performance computing segments. The company’s success reflects the growing global appetite for cutting-edge semiconductor technology.
Looking ahead, TSMC plans to ramp up capital expenditure, projecting investments of up to $56 billion in 2026. The positive results have sparked an upbeat reaction across global markets, highlighting TSMC’s influence in the tech sector.
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