Tag: hyperscaler
Qualcomm Just Handed Amazon $4 Billion in Warrants t...
Qualcomm handed Amazon $4 billion in warrants to buy up to $60 billion of AI ...
Alibaba Just Traded 75% of Its Profit for the AI Fut...
Alibaba's quarterly profit plunged 75% to $1.57 billion as AI capital spendin...
Cisco Just Posted Its Best Quarter Ever — and Wall S...
Cisco, Lumentum, Coherent, and Fabrinet all posted record quarters as AI netw...
The AI Buildout Is 16 Miles From Mar-a-Lago — and th...
Palm Beach County rejected Project Tango, a 600MW AI data center planned on 2...
Meta's Anti-Backlash Playbook Is Genius — That's Exa...
Meta is deploying community benefits agreements, workforce academies, and wat...
Amazon Says It Pays the Full Cost of Its Power — the...
Amazon is quietly backing what could be the largest gas power plant ever buil...
Microsoft and Amazon Just Got a $480 Billion Green L...
Microsoft guided fiscal 2027 capex to $255-260 billion and Amazon raised 2026...
Nvidia Is Financing Its Own Chips for a $500 Billion...
Nvidia is in talks to guarantee $250 billion in financing for OpenAI's 10-gig...
Amazon Just Raised Its AI Bet to $220 Billion — and ...
Amazon posted its first $200 billion quarter with AWS up 37 percent, then rai...
Tech Companies Are Quietly Cancelling AI Data Center...
Tech companies are quietly cancelling AI data centers as overcapacity signs e...
The $334 Billion Question: Who's Going to Lend for t...
The $334 Billion Question: Who's Going to Lend for the Next Data Center? Let ...
Meta Is Stuffing $60,000 AI Chips Into Tents in Ohio...
Meta is running AI data centers inside fabric tents in Ohio, stuffing billion...
Xi Jinping Just Declared "AI for All." Here's What T...
Xi Jinping Just Declared "AI for All." Here's What That Actually Means for In...
Apple's $14 Billion AI Move Just Exposed the $700 Bi...
Apple's $14 Billion AI Move Just Exposed the $700 Billion Hyperscaler Lie Ten...
The $830 Billion Bet: Why Hyperscaler AI Spending Sh...
Allan Ali breaks down what $830 billion in hyperscaler AI infrastructure spen...
