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CxO — Archive · Vol 335 Issue 1

13 articles that week

CIO, Friday, February 6th, 2026

What Hyperscalers' Hyper-Spending On Data Centers Tells CIOs

Vol 335 · Issue 1 · 2026-02-06

Capital expenditure and not new features could now become the clearest signal of cloud resilience, analysts say. As Microsoft, Google, and, on Thursday night, Amazon reported earnings for the final quarter of 2025, many were watching the bottom line - but the real story lurks behind the hyperscalers' cloud revenue and capital expenditure (capex).

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What Hyperscalers' Hyper-Spending On Data Centers Tells CIOs