Tag: hyperscalers
Microsoft Is Turning Away Cloud Customers. Its Answe...
Microsoft plans to more than triple data center capacity to 38 gigawatts by 2...
Nvidia Just Told Its Biggest Customers the Bill Is G...
Nvidia has told its biggest customers AI server prices will rise more than 15...
The AI Buildout's Price Tag Just Doubled in Six Mont...
Global data center capex is now forecast to surpass $3 trillion by 2030, near...
Meta Is Paying Microsoft Hundreds of Millions — and ...
Meta has quietly become one of Microsoft's largest AI customers, spending hun...
Wall Street Just Raised Its Hand: The AI Buildout Is...
Wall Street fund managers now rank hyperscaler AI capital spending the most l...
Microsoft's $280 Billion Just Bought 2.2 Million Chi...
A Guardian investigation into Microsoft's internal documents found roughly 2....
Meta Just Paid 7.5% to Borrow $12.5 Billion — and th...
Meta borrowed $12.5 billion at a 7.5% yield through BlackRock for a one-gigaw...
Cisco Just Showed Us Where the AI Money Really Goes ...
Cisco posted record Q4 results with $9.3 billion in AI orders from hyperscale...
Texas Just Bent the AI Demand Curve — the Buildout's...
Texas power demand growth is slowing after Gov. Abbott's data center audit pa...
Five Companies Spent More on AI in One Year Than We ...
The IEA mapped every data centre on Earth and found five companies spent more...
Copper Just Hit a Record High — and It's the Metal t...
Copper hit a record high near $14,000 a ton as AI data centers — each swallow...
AI Capex Is Headed Past a Trillion Dollars — and It'...
BofA sees hyperscaler capex topping $1.2 trillion as the AI buildout pivots t...
Wall Street Just Said AI Spending Is Still Justified...
Lazard says hyperscalers are justified in ramping AI spending because cloud d...
Europe Is Tired of Renting America's AI Computers — ...
The EU opened bidding on July 30 for seven AI gigafactories — 10 billion euro...
Only One or Two Hyperscalers Will Win — and Wall Str...
Wall Street strategist Matt Maley says only one or two hyperscalers will surv...
Trump Just Banned Chinese Power Inverters — Your Dat...
The Trump administration banned Chinese power inverters today, sending shockw...
