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Browsing Tag

backlog

2 posts
AArtificial intelligence
Big Tech's cloud backlog just hit $2.3 trillion — and it's feeding AI capex plans
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Big Tech’s cloud backlog just hit $2.3 trillion — and it’s feeding AI capex plans

  • August 3, 2026
Investors who exited high-profile hyperscaler stocks because of surging AI capex may be overlooking an important point: Tech…
AArtificial intelligence
CoreWeave Just Added $32 Billion to Its AI Backlog Ahead of Joining the Nasdaq-100. Is CRWV a Buy at $117?
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CoreWeave Just Added $32 Billion to Its AI Backlog Ahead of Joining the Nasdaq-100. Is CRWV a Buy at $117?

  • June 18, 2026
Quick Read CoreWeave’s $99 billion backlog, which includes a $21 billion Meta commitment, already has 75% of a…
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