AI giant planned $8.1B in 2026 CAPEX but has spent only $4.5B so far
teortaxesTex · x · 2026-11-13
Citing Q3 figures, a post argues an AI company needs to ramp up spending significantly: it planned $8.1B in CAPEX for 2026 but has only spent $4.5B so far, suggesting capex execution is running behind plan. The company in question isn't explicitly named in the thread.
Related event: SMIC Posts Record $3.19B Q3 Revenue as Capex Lags Plan(3 posts)→
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