Data Point

Amazon Catapults Over Alphabet on Capex Spending

Big tech companies’ third-quarter earnings on Thursday demonstrated their outsize performance in advertising, retail and hardware sales. At the same time, most of the companies—most noticeably Amazon—are increasing spending on properties and data centers to pave the way for future growth despite continued uncertainty about the economy.

That’s good news for suppliers of servers and their components, which fill the data centers providing the vast cloud operations of the big companies. Amazon is a big spender in the cloud category through its AWS business, but it is also plowing money into an expansion of its warehouse and transportation sides, including sorting centers and delivery stations.

Get access to exclusive coverage
Read deeply reported stories from the largest newsroom in tech.
Latest Articles
 
The Briefing
Big Tech’s Small Budget M&A Effort:: The Information’s Tech Briefing
Big Tech’s Small Budget M&A Effort:: The Information’s Tech Briefing
Big tech is in acquisition mode, despite antitrust scrutiny. It’s just that the deals aren’t for brand name companies or of any size. This week alone we’ve seen Google acquire data management firm Actifio, Facebook buy customer support service Kustomer and Amazon reportedly in talks to snap up podcasting firm Wondery. Each of those are tiny in comparison with...
Latest Briefs
 
Facebook Uses Anti-Competitive Tactics to Stymie VR Startups
Walmart’s Flipkart Will Spinoff India Payments Platform PhonePe
Peter Thiel and Hong Kong Billionaire Richard Li to Start SPAC for Southeast Asia
Stay in the know
Receive a summary of the day's top tech news—distilled into one email.
Access on the go
View stories on our mobile app and tune into our weekly podcast.
Join live video Q&A’s
Deep-dive into topics like startups and autonomous vehicles with our top reporters and other executives.
Enjoy a clutter-free experience
Read without any banner ads.
What We Learned From The Information’s List of the 50 Most Promising Startups
TI 50 Startups
What We Learned From The Information’s List of the 50 Most Promising Startups
If you’ve wondered what startups could become the Google, Microsoft or Salesforce of the 2020s or ’30s, see our inaugural list of the 50 most promising tech startups that probably aren’t yet on your radar screen.
The Underside of Silicon Valley’s Co-Founder Mantra
Opinion Venture Capital Startups
The Underside of Silicon Valley’s Co-Founder Mantra
It was both maddening and somehow unsurprising to see that only 2.1% of VC dollars so far this year have gone to all-female teams.
The Information’s Guide to 10 Must-Stream TV Shows
Media/Telecom Entertainment
The Information’s Guide to 10 Must-Stream TV Shows
The holiday season is a great time to curl up on the couch and immerse yourself in a streaming television show—and that is triply true when a pandemic has fouled up travel and most other opportunities for entertainment.
Facebook Has a Recipe For Better Social Media. Why Isn’t The Company Using It?
Opinion Facebook
Facebook Has a Recipe For Better Social Media. Why Isn’t The Company Using It?
A New York Times article this week about the struggles within Facebook to get a handle on disinformation after the election illuminates a fascinating idea: surveying users to generate training data for artificial intelligence algorithms.
SPAC Merger Class of 2020 Is Trading Better Than 2019
Markets
SPAC Merger Class of 2020 Is Trading Better Than 2019
Special purpose acquisition companies are the hottest investment phenomenon of the year. But they’re not a surefire way to make money, as many lose value after they merge with operating businesses.
Amazon Drops Pandemic Test to Track Warehouse Workers Through Wi-Fi
Exclusive Policy COVID-19
Amazon Drops Pandemic Test to Track Warehouse Workers Through Wi-Fi
Amazon has promised to spend billions of dollars this year on safety precautions to protect the workers in its warehouse facilities from the coronavirus pandemic.