#Hyperscalers

Anthropic's Compute Bet Tests AI Limits

Anthropic signs $35B Nvidia-backed Lambda deal as bond yields hit 2008 highs and Apple hands CEO reins to John Ternus.

AI Boom Triggers Tech Debt Binge

Hyperscalers could add $1.5T in debt before hitting index leverage as J.P. Morgan pegs AI buildout at $5.5T by 2030.

AI Capex Demand Points to Multi-Year Growth Cycle

Rudina Seseri of Glasswing Ventures discusses the multi-year AI capex cycle and the trend of hyperscalers vertically integrating their solutions.

Dell Forecasts $60B in AI Server Sales This Year

Dell Technologies has raised its AI server sales forecast to $60 billion for the fiscal year, driven by strong demand from hyperscalers and large AI data centers.

AI Infrastructure: The Trillion-Dollar Buildout

AI infrastructure investment is set to reach trillions by 2026, driven by hyperscalers and demanding innovative financing beyond traditional equity models.

Google's AI Surge Reshapes Hyperscaler Battle, Challenges Nvidia Narrative

Wall Street's AI Reckoning: Monetization Separates Hyperscaler Winners from Losers

AI Trade Hinges on Hyperscaler Capital and Revenue