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Discover what a hyperscaler is, which companies dominate the market, and why these cloud giants are investing billions in AI and data centers.
SpaceXAI reported $18.37b of capex in its first public quarter, $15.83b of it AI infrastructure, against a $13.2b consensus. Amazon spent $53.1b in the same quarter, Alphabet $44.9...
SpaceXAI reported $18.37b of capex in its first public quarter, $15.83b of it AI infrastructure, against a $13.2b consensus. Amazon spent $53.1b in the same quarter, Alphabet $44.9...
AI gave hyperscalers first dibs on scarce kit, and business buyers may have little choice but to rent it back
Revenue is soaring, yet hyperscalers say they still cannot build capacity fast enough
Hyperscalers declared AI capacity-constrained on Q2 2026 calls. HBM3e memory rose 20% & HBM4 is forecast to double, while B200 spot rentals have held flat. Model makers are seg...
Hyperscalers declared AI capacity-constrained on Q2 2026 calls. HBM3e memory rose 20% & HBM4 is forecast to double, while B200 spot rentals have held flat. Model makers are seg...
Hyperscalers & data center operators will issue an estimated $4t in debt over the next five years to finance AI infrastructure. This credit expansion equals 286% of US commerci...
Huawei, ZTE, H3C, Sugon, and others race to build and deploy AI supernodes from 1024 to 100K GPU scale, as Kimi K3 and GLM-5 demand drives computing capacity to the breaking point.
Renting out spare compute is simply the natural progression for any sufficiently large infra company
Northern Virginia alone accounts for nearly 12% of global capacity, though new builds are shifting inland
The physical infrastructure does not exist yet, and building it requires permits, construction timelines, and regulatory approvals that third parties ... Read More
Money goes to hardware makers who deliver now while hyperscalers pay years ahead. Capex flood creates short term pain but hopes for 2027 payoff. Math does not math if 7.6 trillion...
Now is the time to buy hyperscaler stocks as they start to break out.
<div><img width="300" height="162" src="https://blogs.vmware.com/wp-content/uploads/2026/08/Getty-1169660398.jpg" class="attachment-medi...
The race to build AI data centers is huge, and key industry suppliers are reaping big rewards.
Single datacenter and just three services taken down by ‘upstream’ power problem, while the rest of a zone and region kept humming
Originally appeared on Judoscale Dev Blog. Judoscale now supports Scalingo. If you’ve used Heroku, Scalingo will feel familiar: push your code, run web and worker container...
“Now the competition is four ways. Nvidia becomes a merchant CPU vendor, Arm and Qualcomm enter with their own silicon, hyperscalers scale Axion/Graviton/Cobalt, and x86 (Intel and...
Earlier this year, a founder I work with had to decide where to host the data and AI stack behind an expansion into Vietnam and Indonesia. On paper it was a procurement question. W...
“Carnage in hyperscaler bond land”, claims the Tweet below. The graph below the Tweet shows “exploding” yield spreads for hyperscalers. These hyperbolic messages and many others ar...
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