#hyperscalers
29 stories
Open specs speed AI data center builds
Open hardware specs cut AI data center integration from years to months.
SiliconANGLE · 1m
3C Datalec Merges For AI Infrastructure
3C and Datalec merge to form $400M revenue AI data center platform.
Pulse 2.0 · 1m
BOK Governor Shin Hyun-song: AI Boom and Middle East Conflict Push Inflation
Bank of Korea Governor Shin Hyun-song warns AI investment and Middle East conflict are jointly raising inflation, urging tight monetary policy until 2% target is met.
BigGo Finance · 1m
The Global AI Bust
AI boom may collapse as markets overinvest in the technology.
Foreign Affairs · 2m
Cisco's OCP message: Network is AI's critical path
Cisco's network openness becomes AI's critical path, with security as the price of admission.
SiliconANGLE · 1m
AI Boom Pushes Bond Yields Higher
AI spending fuels U.S. economy but debt surge raises bond yields.
Kiplinger · 1m
Citi Wealth Sees AI Spending Runway
Citi Wealth predicts AI spending will continue despite bubble warnings.
Pymnts · 1m
Samsung Invests $1 Billion in Helix
Samsung pledges $1 billion to Helix AI infrastructure firm to accelerate global AI data center deployment.
Pymnts · 1m
AWS Gifts Billion-Dollar Chip to SAP Salesforce Workday
AWS gives $1 billion chip boost to SAP, Salesforce, Workday.
Cloud Wars · 1m
Teradyne Stock Rises with AI Growth Potential
Teradyne stock jumps as AI-driven revenue surges, but future gains may exceed current valuations.
Seekingalpha · 1m
Nvidia Faces AI Valuation Reality Check
Nvidia's AI leadership faces yield and valuation pressure as growth concentrates on hyperscalers.
Alphastreet - Earnings Decoded. Market Intelligence Delivered · 1m
Dimon: AI spending could hit $1 trillion in 2027
JPMorgan Chase CEO Jamie Dimon says hyperscaler AI investment may reach $1 trillion next year, up from $700 billion this year, boosting growth but risking inflation.
CNBC · 1m
AI Supply Chain Layers Exposed
AI isn't one industry but six interconnected layers with unique risks.
Kiplinger · 1m
Bessent: AI labs must bear responsibility for risks
Treasury Secretary Scott Bessent says hyperscalers cannot escape liability for AI safety failures, rejecting calls for government protection.
Fortune · 1m
AI Buildout Collision: $1 Trillion Spending Meets Energy Wall
Hyperscalers commit $1 trillion to AI but face 3-year energy bottleneck.
24/7 Wall St. · 1m
Cloud Firewalls Fail Independent Tests
Major cloud firewalls fail security tests as hyperscalers lag behind.
Futuriom · 1m
Treasury Yield Hits 6% Warning
Niles predicts 10-year Treasury could reach 6% amid Fed inaction.
Yahoo Finance · 1m
Broadcom Stock Plummets 13.7% After Anthropic Slowdown
Broadcom shares drop 13.7% as Anthropic delays AI chip orders, Wall Street targets $532
Yahoo Finance · 1m
U.S. economy shifts to AI spending milestone
AI investment now outpaces housing spending in U.S. economy
Fortune · 1m
Neil Pinto on enterprise AI's next phase
LinkedIn's former infrastructure chief explains why compute economics, not technology, will unlock enterprise AI adoption.
Futuriom · 4m
Goldman's earnings bubble warning gets hard numbers
Peter Oppenheimer backs his AI earnings concerns with capex data, record debt issuance, and a specific mechanism driving up the cost of capital.
Fortune · 2m
Oracle's AI boom is just getting started
Oracle's massive backlog is converting to revenue as cloud infrastructure grows 121% and creative financing unlocks billions in new contracts.
Cloud Wars · 2m
Oracle's cloud business hits hypergrowth
Oracle's cloud infrastructure surged 121% in Q1, with a $664 billion backlog nearly matching Microsoft's despite being 6X smaller.
Cloud Wars · 1m
3 chip stocks poised for AI boom
Broadcom, Micron, and Marvell raised guidance as hyperscalers accelerate AI infrastructure spending.
Yahoo Finance · 2m
Hyperscaler debt is getting riskier, Apollo warns
Credit default swaps signal that AI infrastructure companies are taking on dangerous levels of debt with uncertain returns.
CNBC · 1m
Oracle's cloud growth hits 121% with new business model
Oracle's cloud infrastructure is exploding, and it's not just the tech driving it.
Cloud Wars · 1m
Constellation Energy's nuclear bet on data centers
Strong Q2 earnings and new power deals with tech giants fuel growth, but the real prize is restarting Three Mile Island.
Alphastreet - Earnings Decoded. Market Intelligence Delivered · 1m
AI spending outpaces cash flow at tech giants
Hyperscalers face a crunch as AI infrastructure costs exceed their operating cash flow.
Cloud Wars · 1m
Wall Street just priced in an AI slowdown
Chipmakers sank while the hyperscalers rose, and the split says a lot about how investors think an AI pause would play out.
Fortune · 1m