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  13 Aug 2025

  CoreWeave expects capex in Q4 2025 to exceed previous three quarters combined

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  01 Aug 2025

  AWS achieves $123bn annualized revenue run rate, capex for the year set to exceed $118bn

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  25 Jul 2025

  IBM mainframe revenue up 67%, though software sales disappoint

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  24 Jul 2025

  Google spends almost $15bn on servers in Q2, boosts annual capex to $85bn