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Tag: Buildout

“Dark GPUs” at Amazon show the limits of the AI buildout: chips are easy to buy, power is not
Amazon Web Services

“Dark GPUs” at Amazon show the limits of the AI buildout: chips are easy to buy, power is not

vm_adminOctober 24, 2026

Dark AI Clouds: Like any other hyperscaler willing to sacrifice everything to turn AI into a game-changing opportunity, Amazon is…

Amazon’s Cloud Capacity Is Sold Out Through 2027, Jassy Says, as AI Demand Outruns Buildout — BigGo Finance
Amazon Web Services

Amazon’s Cloud Capacity Is Sold Out Through 2027, Jassy Says, as AI Demand Outruns Buildout — BigGo Finance

vm_adminOctober 24, 2026

Amazon.com Inc. (AMZN) has effectively sold out its cloud computing capacity for 2026 and most of 2027, with a substantial…

Jassy Says Amazon’s 0 Billion AI Buildout Is Sold Out Through 2028 — and Still Short of Demand — BigGo Finance
Amazon Web Services

Jassy Says Amazon’s $220 Billion AI Buildout Is Sold Out Through 2028 — and Still Short of Demand — BigGo Finance

vm_adminOctober 23, 2026

The most instructive number in AI infrastructure right now isn’t a valuation or a chip benchmark. It’s a calendar. Amazon…

Nvidia CEO Encourages Europe’s Lagging AI Sector, Encourages Data Center Buildout
Nvidia

Nvidia CEO Encourages Europe’s Lagging AI Sector, Encourages Data Center Buildout

vm_adminOctober 23, 2026

By Broadband Breakfast Publication Date: 2026-10-23 15:44:00 BERLIN, Oct. 23, 2026 (AP) — Nvidia CEO Jensen Huang urged players in Europe’s lagging…

Tesla lowers capital expenditures target, IBM recovers from earnings, META AI build-out plans
IBM

Tesla lowers capital expenditures target, IBM recovers from earnings, META AI build-out plans

vm_adminOctober 23, 2026

By Yahoo Finance Video Publication Date: 2026-10-22 13:42:00 0:03 spk_0 Welcome to the 8:30 guys. The days, they blend into…

Nvidia CEO encourages Europe’s lagging AI sector and offers tools to accelerate data center buildout
Nvidia

Nvidia CEO encourages Europe’s lagging AI sector and offers tools to accelerate data center buildout

vm_adminOctober 21, 2026

By The Associated Press Publication Date: 2026-10-21 12:28:00 BERLIN (AP) — Nvidia CEO Jensen Huang urged players in Europe’s lagging…

Morgan Stanley makes Amazon its top pick, lifts target to 0 on bigger AWS GPU buildout
Amazon Web Services

Morgan Stanley makes Amazon its top pick, lifts target to $350 on bigger AWS GPU buildout

vm_adminOctober 20, 2026

The bank now models $355 billion of Amazon capex in 2027 and 10 GW of incremental AWS compute capacity, with…

Jeetu Patel Says Cisco’s .3B AI Orders Prove the Buildout Isn’t a Bubble — BigGo Finance
Cisco

Jeetu Patel Says Cisco’s $9.3B AI Orders Prove the Buildout Isn’t a Bubble — BigGo Finance

vm_adminOctober 9, 2026

By BigGo Finance Publication Date: 2026-10-08 16:09:00 $9.3 Billion in Two Years: The Orders That Changed the Debate Cisco’s President…

Nvidia CEO Jensen Huang: AI data center buildout could create 1 million jobs and reshape the US economy
Nvidia

Nvidia CEO Jensen Huang: AI data center buildout could create 1 million jobs and reshape the US economy

vm_adminSeptember 30, 2026

By Michael B. Kelley Publication Date: 2026-09-30 11:07:00 Nvidia (NVDA) CEO Jensen Huang, sitting on a panel next to SpaceX…

Nvidia turns to insurers to spread risk of AI build-out
Nvidia

Nvidia turns to insurers to spread risk of AI build-out

vm_adminSeptember 29, 2026

By Roushni Nair Publication Date: 2026-09-29 04:51:00 Nvidia turns to insurers to spread risk of AI build-out – FT

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