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Browsing: hyperscalers
AMD Just Bet $5 Billion on Anthropic and Committed Its Most Advanced AI Chips to Power It. The Deal Is the Most Direct Challenge to Nvidia’s Stranglehold on the AI Supply Chain Anyone Has Announced This Year
By fariehan
AMD just made one of the boldest artificial intelligence moves of 2026. The chipmaker committed up to $5 billion to…
Hut 8 Just Turned a $9.8 Billion AI Data Center Campus in Texas Into a Live Commercial Operation. The Facility Is One of the Largest Pieces of AI Infrastructure Ever Built by a Single Company Outside the Hyperscalers
By fariehan
Hut 8 has brought its massive Beacon Point campus in Texas into live commercial operation after securing a second 15-year…
Nvidia Has Dominated AI Data Centers for Years. Qualcomm Just Announced It Wants That Market Too. Here Is Whether It Can Win
By fariehan
Qualcomm’s AI data center ambitions have entered a new phase. Qualcomm wants a meaningful share of the rapidly expanding AI…
Big Tech Is Spending More on AI Than Anyone Expected and Investors Are Furious. Here Is Why the Spending Is Not Stopping
By fariehan
Big Tech’s AI investment has crossed into territory that makes investors uncomfortable. Microsoft, Amazon, Meta, Google, and Apple plan to…
Microsoft Just Ended OpenAI’s Cloud Exclusivity. AWS Is Already Moving In and the Consequences for the AI Market Are Enormous
By fariehan
OpenAI cloud exclusivity just ended and the AI market already looks different. For years, Microsoft used OpenAI’s models to strengthen…
92,000 Tech Jobs Gone in 2026. The Layoffs Are Not a Slowdown. They Are a Budget Reallocation to AI Infrastructure
By fariehan
The 2026 tech layoffs reveal a major shift inside the technology industry. More than 92,000 workers have lost their jobs…
Microsoft’s $37 Billion in AI Revenue Tells You Everything About Who Is Actually Winning the Enterprise AI Race
By fariehan
Microsoft AI revenue has reached roughly $37 billion annually and it has significantly changed how enterprise AI is perceived. It…
Foxconn just closed 2025 with its best quarter on record, and the numbers make one thing clear, the AI bubble…
Nvidia is heading into its next earnings report with more pressure than celebration, as investors are questioning how long its…
NVIDIA AI Chip Demand Continues Driving Cloud Strategy Changes at AWS, Azure, and Google Cloud
By fariehan
Nvidia is now in control of roughly 80% of the AI data center chip market and that dominance is forcing…