Tag: Hyperscaler Capex
Nvidia's $96 Billion Quarter Finally Got a Standing ...
Nvidia posted a record $96.2 billion quarter and guided to $108 billion, fina...
AI Data Centers Are About to Eat 53% of Every Semico...
Gartner now projects semiconductor revenue at $1.6 trillion in 2026, with AI ...
The Cloud Business Just Stopped Paying for Itself — ...
UBS says Amazon, Alphabet, and Microsoft will spend 102% of their cloud reven...
Speculative Builders Are Driving Up Data Center Cons...
Jim Cramer says speculative builders are driving up data center construction ...
The Three Biggest Cloud Companies on Earth Are Spend...
Amazon, Alphabet, and Microsoft will spend 102% of their cloud revenue on cap...
Broadcom Got Punished for a $370 Billion Number — Th...
Broadcom is in talks to raise more than $60 billion — up to $100 billion with...
The AI Buildout Just Hit a Wall Made of Concrete and...
AI data center operators are being forced to compress build timelines to keep...
Wall Street Says $1.2 Trillion. The Grid Says Slow D...
BofA and Morgan Stanley project hyperscaler capex above $1.2 trillion while B...
Meta Just Put $2.3 Billion Down on a $14 Billion Dat...
Meta and BlackRock formed a $14 billion venture for a 1GW El Paso data center...
Zitron Says Everyone Was Sold a Lie on AI — and the ...
Ed Zitron says everyone was sold a lie on AI: hyperscaler cloud growth is cir...
Space Data Centers — the Hype That Proves the AI Bui...
Space data centers are the hype that proves the AI buildout hit a wall. Starc...
Wall Street Just Bought the Map of the AI Buildout —...
S&P Global is acquiring datacenterHawk, the company that tracks every data ce...
The $549 Billion Accounting Trick That's Making AI E...
Hyperscalers are spending $760 billion on AI infrastructure in 2026 but only ...
