Hyperscalers News

The demand from data centers is driving up uranium prices, with some hyperscalers exploring the use of nuclear power to run these facilities amidst public conce

Tech companies, known as hyperscalers, are exploring Argentina's Patagonia region to build massive data centers, with projects currently in initial stages and d

Big tech companies are investing heavily in data centers across the U.S., driven by the AI boom, and are benefiting from significant state tax incentives. These

Maneesh Dangi, CEO & Founder of Mosaic AMC, explains why the U.S. continues to attract global capital for its AI boom, with hyperscalers investing domestically,

Nvidia reported strong fiscal second-quarter earnings with $96.2 billion in revenue and $89.0 billion from its Data Center business, exceeding analyst estimates

Jefferies identifies data centers as potential market winners due to hyperscalers accelerating leasing for AI capacity, with North American non-commenced leases

AI is transforming into a financial engineering business, shifting competitive advantage from models to the balance sheets funding their infrastructure. Big Tec

The focus of AI investment is shifting from general spending to identifying companies that can sustain long-term success as spending accelerates. Investors are

Hyperscalers may face significantly higher operating costs for their AI data centers if a new forecast predicting a tripling of natural gas prices in parts of t

Hyperscalers are investing over $500 billion in AI infrastructure this year, indicating significant demand and an expectation of high returns. The article intro

Elon Musk announced a partnership between SpaceX and Nvidia to integrate AI systems for both space and ground applications. This collaboration suggests a broade

Alphabet is reportedly seeking up to $25 billion from its latest U.S. bond offering, following a significant selloff triggered by its capital spending outlook a

Chris Wood warns that the significant capital expenditure by hyperscalers on AI may result in billions being wasted, suggesting AI could resemble the airline in

Hyperscalers are urgently seeking electricity for AI data centers, and the auto industry's existing power infrastructure, particularly from electric vehicles, c

The founder and CEO of IDCA, Mehdi Paryavi, states that consumer demand for AI and cloud services drives data center expansion, despite increasing local opposit

Despite Nvidia's recent $500 billion deals, investors are concerned about the AI ecosystem becoming too circular, leading to a drop in Nvidia shares and a spike

A Jefferies report warns that the US faces a risk of "massive capital destruction" from its AI investment boom as Chinese open-source AI models increasingly cha

Lodha Developers plans to raise ₹9,000 crore by selling land in Palava to hyperscalers, aiming for ₹2,000-3,000 crore in annual land sales.

Jefferies strategist Chris Wood warns that the AI infrastructure boom in the US could lead to significant capital destruction. This is due to the challenge pose

Indian IT services companies like TCS and HCLTech are heavily investing in data centers, driven by the transformative impact of AI on the industry, raising ques

Top Wall Street forecaster Tom Lee of Fundstrat Global Advisors predicts a rebound for stocks, particularly in the AI sector, despite recent declines driven by

The AI boom is increasingly reliant on debt, with hyperscalers issuing hundreds of billions in bonds, but investor demand is declining, leading to higher borrow

Some investors are now positioning for slower spending growth by hyperscalers on data centers, a shift from the previous trend of heavy investment in semiconduc

A VentureBeat Pulse Research study identifies an "AI compute gap," showing enterprises are rapidly investing in AI infrastructure without clear visibility into