Hyperscaler
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USA
1 hyperscaler megacap down, 3 to go. Alphabet raises the stakes on AI spending
One gone, three to go. Alphabet reported Big Tech earnings this week and informed Wall Street that it plans to…
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Australia
The Starlink challenge: Australia’s next hyperscaler problem
Australia Paul Budde writes that he and many other advanced economies face similar questions about digital sovereignty, infrastructure investment and…
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USA
Hyperscaler AI spending could slow down if Oracle shows ‘discipline’
CNBC’s Jim Cramer suggested this action on Tuesday Seer OpenAI may slow down other hyperscalers’ massive AI spending, saying its…
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USA
NextEra working with Exxon to develop gigawatt data center for hyperscaler
NextEra Energy is partnering with ExxonMobilThe nation’s largest oil company will build a massive natural gas-powered data center site for…
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USA
OpenAI’s latest megadeals are testing its hyperscaler ambitions
Sam Altman didn’t set out to compete Nvidia. OpenAI started with a simple bet that better ideas, not better infrastructure,…
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USA
Oppenheimer Maintains Outperform on Nvidia (NVDA) as Hyperscaler Capex Accelerates
Nvidia Corporation (NASDAQ: NVDA) Best data center stocks to buy now– And the best stock on this list. Despite the…
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