hyperscalers
The latest news about hyperscalers: headlines, AI summaries and the full story from every source.
- Microsoft Shares Rise 7% to Reach New 52-Week High
- Tech Hyperscalers and Apple Rise as Election Results Reduce Market Uncertainty
- Pershing Square Outlines Strategic Shift for Howard Hughes Toward Insurance Sector
- Constellation Energy Secures Long-Term Nuclear Power Agreements with Amazon and Google
- ROHL Gateway Fiber Announces Major Investment in Dark Fiber Network Expansion Across Western Canada
- Broadcom's AI Revenue Surpasses 221% Growth, Driven by Custom Chips
- Wall Street Projects Slower S&P 500 Earnings Growth in 2027
- Alphabet Stock Rises as AI Chip Demand Surges
- Bain Analysis: AI Compute Demand Must Reach $6 Trillion Annually by 2031 to Justify Data Center Buildout
- Goldman Sachs Warns AI Stock Investors About Long Road to Profitability
- Credit Default Swaps for Hyperscalers Widen, Including Oracle Reaching Record High
- Goldman Sachs Underweights Hyperscalers Amid Rising Debt Issuance
- Michael Burry Warns About Hidden Debt and Risks Facing Major AI Hyperscalers
- Bloom Energy's Stock Surges Over 200% in One Year Amid AI Data Center Demand
- $1 Trillion AI Spending Faces Energy and Permitting Bottlenecks
- Corporate bond market shows diverging trends as AI-related issuers face investor caution
- AI Sector's Interconnectedness Poses Systemic Risk
- Jensen Huang Criticizes Hyperscalers' Planning Cycles, Promotes Regional Clouds
- Economist Warns of Rising Risk in Hyperscaler AI Debt Amid Comparisons to 2008 Crisis
- Three Major Cloud Providers Invest Heavily in AI Infrastructure and Services
- AI Development Slowdown Fears Impact Chipmakers as Hyperscalers Rise
- Nvidia's AI Supercomputer Costs Reveal High GPU Dependency
- Anthropic Secures $517 Billion Compute Commitment Ahead of IPO
- Broadcom’s Custom AI Chip Growth Relies Heavily on TSMC Manufacturing
- Berkshire Hathaway Increases Stake in Alphabet Amid AI and Energy Growth Opportunities
- Amazon Issues First Sterling Bonds in Four-Tranche Deal
- Cisco Systems Sees Multi-Year Networking Growth Driven by AI Agents
- Broadcom Forecasts Strong AI Chip Revenue Growth Amid Rising Demand from Hyperscalers
- Nvidia Estimates $2 Trillion Cloud Backlog, Forecasts Significant Revenue Growth by 2028
- Broadcom Reports Strong Earnings, Outperforms Expectations with AI Revenue Growth
- Nvidia Highlights Potential Revenue from Cloud Customers' $2 Trillion Backlog
- Anthropic's AI Expansion Faces Power Constraints; GE Vernova Positioned as Key Energy Solution Provider
- Nvidia's Earnings and Strategic Moves Fuel Growth Prospects
- Nvidia Faces Growing Competition in AI Chip Market
- Nvidia's CFO Outlines Ambitious Growth Target for Fiscal Year 2028
- Nvidia's Earnings Report to Test Its Reliance on Hyperscalers
- Micron Technology Could Benefit From Strong Nvidia Earnings Report on August 26
- JPMorgan Warns of AI Stock Divergence, Echoing Dot-Com Bubble Concerns
- Amazon Surpasses $3 Trillion Market Cap as AI Hyperscalers Rally on Strong Earnings
- Deutsche Bank Suggests Software Sector as Hedge Against AI-Driven Semiconductor Volatility
- Hyperscaler Capital Expenditures Pose a $1 Trillion Challenge Until at Least 2028
- Microsoft Announces Increased Capex Plans for Fiscal 2027, Boosting Outlook for Nvidia
- NVIDIA and Broadcom Present Divergent Strategies in a Bipolar Silicon Market
- Marvell Technology Increasing Revenue Concentration in Data Center Segment
- Amazon to Report Q2 Earnings with Focus on Cloud Growth and Capital Expenditures
- Hyperscaler Debt Issuance Drives Higher Yields Amid Cooling Investor Demand
- Morgan Stanley: Amazon, Google, Microsoft's AI Investments Will Deliver Strong Returns
- TE Connectivity Reports Record Orders Amid AI Infrastructure Growth, But Stock Falls on Guidance Concerns
- Applied Digital Reports Quadrupled Revenue Amid Rising Demand for AI Data Centers
- Meta, Microsoft, Amazon Face Investor Concerns Over AI Spending