#Hyperscalers
articles
Nvidia and Broadcom's AI Financing Tools Shift Compute Control Away From Hyperscalers
Barclays says $500bn and $35bn financing platforms let large AI buyers fund compute capacity outside big cloud providers...
Big Tech's AI Bond Wave Is Repricing Canadian, Swiss and Sterling Credit
Alphabet and Amazon have become top issuers in smaller currency bond markets, pushing long-term borrowing costs higher a...
Natural Gas Could Triple at Some U.S. Hubs, Hitting Hyperscaler AI Power Plans
Noreva sees U.S. gas prices rising above $10 per million BTUs as AI data center demand meets LNG exports and slower supp...
AI's Infrastructure Boom Is Now Running on Debt, Private Credit and Faith
Demand for AI remains strong, but the buildout is increasingly financed with debt and off-balance-sheet vehicles. The fi...
US Hyperscalers Set to Top $700 Billion in AI Infrastructure Spending for 2026
Amazon, Microsoft, Google, Meta and Oracle are on track to nearly double their data centre investments, reshaping energy...
AI Capex Splurge Burns Billions in Big Tech Cash — and Investors Are Buying In
Alphabet and Amazon posted negative free cash flow as AI infrastructure spending surged, yet double-digit cloud growth h...
Jefferies: China Will Win AI's Consumer Market Despite Chip Stock Rout
A new Jefferies note argues China is best positioned for AI's mass market, even as semiconductor stocks wobble and big t...
'The Market Would Crash': Big Short Investor Steve Eisman Warns AI Capex Dependency Could Trigger a Nvidia-Led Selloff
Steve Eisman warns that the stock market's reliance on AI infrastructure spending is so extreme that any pullback by hyp...
New York’s Data Center Moratorium Risks Sending $600B Hyperscaler Boom Elsewhere
A one-year freeze on large-scale data centers could drive billions in investment to Texas and Virginia while New York cr...