Saturday, February 7, 2026

Apple, whose capital expenditure is just a fraction of its peers, is the only Big Tech company that saw capex decline YoY in Q4, decreasing 19% to $2.37B (Rani Molla/Sherwood News)

Rani Molla / Sherwood News:
Apple, whose capital expenditure is just a fraction of its peers, is the only Big Tech company that saw capex decline YoY in Q4, decreasing 19% to $2.37B  —  One of these companies is not like the others.  —  If you've been following the Big Tech companies' earnings reports …



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Sources: DeepSeek plans to use 160K+ of Huawei's Ascend 950DT chips at an Inner Mongolia data center, which would create one of the largest Huawei chip clusters (Mackenzie Hawkins/Bloomberg)

Mackenzie Hawkins / Bloomberg : Sources: DeepSeek plans to use 160K+ of Huawei's Ascend 950DT chips at an Inner Mongolia data center,...