Tag
#hyperscalers
3 stories taggedhyperscalers.
AI Business
What has to go right for the AI spending gamble to pay off
A handful of tech giants are spending at a scale that dwarfs any industry investment in history. A Wharton finance professor ran the arithmetic and the answer is both clear and sobering.
4 min read
AI Business
Nvidia's Next Big Test: Can Ordinary Businesses Pick Up Where Amazon and Google Leave Off?
Nvidia earns most of its money from a handful of giant tech companies. Investors watching Wednesday's earnings want proof that thousands of smaller firms are finally starting to spend too.
4 min read
AI Business
Big Tech's gas bet could backfire badly, energy researchers warn
Amazon, Google, Meta and Microsoft are building massive natural gas power plants for their AI data centres. A new energy research report says prices could triple in some regions, and the companies may not be ready for the shock.
4 min read