#Hyperscalers

5 articles with this tag

Anthropic's Compute Bet Tests AI Limits
Artificial Intelligence

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.

17 days ago
AI Boom Triggers Tech Debt Binge
Market Research

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.

17 days ago
AI Capex Demand Points to Multi-Year Growth Cycle
Investors News

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.

2 months ago
Dell Forecasts $60B in AI Server Sales This Year
Public Companies

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.

4 months ago
AI Infrastructure: The Trillion-Dollar Buildout
Technology

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.

7 months ago