capex

Telecom vendors face ‘challenging’ year as operator capex dips

Wireless capital intensity is expected to drop significantly more in the mid-5G cycle than it did with 4G. Here's why and what it means for the market.

Diana Goovaerts Apr 6, 2026 3:03pm

AT&T unveils $250B investment to expand 5G, fiber, satellite networks

Mar 10, 2026 1:35pm

OpenAI in focus as Microsoft's $625B backlog faces scrutiny

Jan 29, 2026 4:27pm

Oracle’s order backlog soars past half a trillion dollars

Dec 11, 2025 6:10pm

AI-generated illustration A hallway of data center racks lined with money bags

CoreWeave preps for monster capex growth in 2026

Nov 11, 2025 12:26pm

Illustration An arrow made of clouds points upwards on top of increasingly tall data center racks

Dell'Oro projects 21% CAGR data center capex growth through 2029

Aug 6, 2025 1:02pm