Tag: hyperscalers

Europe Is Tired of Renting America's AI Computers — So It Just Opened Bidding on Seven of Its Own

Europe Is Tired of Renting America's AI Computers — ...

Allan Ali

Aug 04, 2026

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14

The EU opened bidding on July 30 for seven AI gigafactories — 10 billion euro...

Only One or Two Hyperscalers Will Win — and Wall Street Is Already Picking Them

Only One or Two Hyperscalers Will Win — and Wall Str...

Allan Ali

Aug 02, 2026

0

13

Wall Street strategist Matt Maley says only one or two hyperscalers will surv...

Trump Just Banned Chinese Power Inverters — Your Data Center Supply Chain Just Got Hit

Trump Just Banned Chinese Power Inverters — Your Dat...

Allan Ali

Jul 28, 2026

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36

The Trump administration banned Chinese power inverters today, sending shockw...

Hyperscalers Just Committed $630 Billion to 2026 AI Capex — But They're Pacing Builds Like the Overbuild They Admitted Is Already Here

Hyperscalers Just Committed $630 Billion to 2026 AI ...

Allan Ali

Jul 26, 2026

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26

Hyperscalers plan $630B in 2026 AI capex but are now pacing builds and tying ...

AI Data Center Boom Is a Bubble — Here's the Truth

AI Data Center Boom Is a Bubble — Here's the Truth

Allan Ali

Jul 15, 2026

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10

The AI Data Center Land Grab Is About to Collapse Under Its Own Weight Let me...

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