Big Tech AI Infrastructure Investment

Covers massive capital expenditure commitments by major technology companies (Amazon, Microsoft, Alphabet, Meta) for AI infrastructure buildout including data centers, custom chips, and strategic investments in AI labs.

The Carnegie Library of AI: Meta’s Open-Source Gambit to Commoditize Rivals

By making powerful AI models freely available, Meta aims to erode the proprietary advantage of closed-source leaders like OpenAI.

By KAPUALabs

/ 15 Jul 2026

The Carnegie Library of AI: Meta’s Open-Source Gambit to Commoditize Rivals

Meta’s AI Capex: Bull Case vs. Bear Case on FCF and ROE

Analyzing the bull case of advertising monetization against the bear case of near-zero free cash flow and rising depreciation.

By KAPUALabs

/ 19 Jun 2026