Top Republican pushes party to shun $300mn AI lobby

Silicon Valley giants have transformed from asset-light cash machines to huge infrastructure investors

WASHINGTON, May 1, 2026 — The Fiber Broadband Association (FBA) has announced the release of a new industry report, The Fourth Pillar of the AI Era: Fiber and the Physical Architecture […] The post Fiber Broadband Association Report Positions Fiber as the ‘Fourth Pillar’ of AI appeared first on AIwire.

Earnings hint at growth trajectory despite increases in capital spending

As Big Tech pours unprecedented resources into scaling large language models, critics argue that transformer-based systems face fundamental limitations.

Every cloud beat. Every capex forecast rose. That is the two-sentence summary of the biggest earnings day of 2026, and it tells you almost everything you need to know about where Big Tech’s AI infrastructure spending actually stands right now. Microsoft, Alphabet, Meta, and Amazon collectively committed somewhere between US$630 billion and US$650 billion in […] The post Big Tech just proved AI infrastructure spending works. Then it raised the bill anyway appeared first on AI News.

Meta stock drops on capex increase while Alphabet’s cloud business grows faster than rivals Amazon and Microsoft

Meta, Alphabet and peers are growing smartly, but their value hinges on hard-to-answer questions about AI supremacy

Investors to scrutinise AI spending plans from companies that represent almost one-fifth of the S&P 500’s market cap