Alphabet Raises Planned AI Spending to $205 Billion
AI-race coverage counts planned capital as leadership; readers still lack built capacity, utilization, model revenue, margins, and return.
David Chen
Bureau: Beijing
Alphabet Shares Fall 6.5 Percent After Capex Plan
A 6.5% close prices uncertainty, but market-story shorthand cannot prove investors' motive or whether $205 billion in planned AI spending will earn a return.
Tesla Price Drop Still Cannot Value Robotaxi and Optimus
The 13.5% fall invites a verdict on Tesla's robotics future; readers still lack Robotaxi miles, interventions, Optimus units, yields, and margins.