Trends in OPEX and CAPEX as a percentage of revenue are changing in the market. Amazon has been one of the heaviest opex spenders in the Mag7, suppressing GAAP income, this may be ready to change.

In IT these days, many position cloud as a panacea to fix all the ills of a modern business-focused IT infrastructure. This is especially true when it comes to trying to reduce overall costs. While ...

随着“十五五”规划建议全文发布，科技主线继续成为私募机构下一步布局的重点方向之一。多家主观策略私募机构近期公布的月度策略中指出，随着中美双方经贸关系进入新阶段，资本市场风险偏好持续提振，而全A股股市盈利底部再次确认，且半导体设备等行业盈利凸显，市场将 ...

在数字时代，每一位企业的CFO（首席财务官）都面临着一个深刻的财务困境。一方面，算力已成为驱动业务增长不可或缺的核心生产力，投资IT基础设施似乎势在必行；但另一方面，这种传统的投资模式——一次性投入巨资购买服务器、建设数据中心——正日益成为企业发展的“沉重镣铐”。这在财务上被归类为“资本性支出（CapEx）”，它不仅会大量占用企业宝贵的现金流，形成沉重的固定资产，更可怕的是，它会将企业“锁定”在一 ...

Cloud computing is too often reductively branded as an economic calculus that would trade a CapEx model for an OpEx model. But it’s a little more complicated than that. Bernard Golden explains what we ...

Alphabet Inc.'s FQ2 earnings eased my concerns about AI-driven search competition. However, the AI arms race – both for hardware and top talent – has further intensified. GOOG’s CAPEX and OPEX further ...

What are the best strategies streamers can follow to manage the costs of cloud streaming architecture and production and maximize efficiencies in their workflows? AWS’ John Barber, IMAX’s Abdul Rehman ...

As John Templeton once said, believing that “this time is different” can be one of the costliest ideas in investing. So why should we think the AI boom is any different? Futuriom’s research service, ...

CIO.com – You don’t have to spend much time around cloud computing before you run into arguments regarding cloud economics and you will undoubtedly encounter the phrase “Capex vs. Opex.” This refers ...

German glass maker GMB launched insolvency proceedings this week, joining a long list of European solar producers that have declared insolvency over the past two years despite capital expenditure ...

Production targets set to move forward towards next phase of customer qualification Opportunity to reduce wellfield sustaining CAPEX identified and quantified Consistent head grade of 5.5% to 6.0% ...