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Tag: Hyperscaler

AWS becomes first hyperscaler to secure ‘NATO Restricted’ approval as alliance members target ‘resilient and agile’ infrastructure
Amazon Web Services

AWS becomes first hyperscaler to secure ‘NATO Restricted’ approval as alliance members target ‘resilient and agile’ infrastructure

vm_adminSeptember 23, 2026

Amazon Web Services (AWS) has been approved for use by NATO member nations when handling information under the ‘NATO Restricted’…

Cloud cost startup North adds Microsoft Azure to complete hyperscaler support – SiliconANGLE
Microsoft

Cloud cost startup North adds Microsoft Azure to complete hyperscaler support – SiliconANGLE

vm_adminAugust 21, 2026

By Duncan Riley Publication Date: 2026-08-20 16:00:00 Cloud financial management startup North Cloud Holdings Inc. today released North 3.0, a…

I’m Buying Broadcom Because It Sucks Up The Hyperscaler AI Capex That Doesn’t Go To Nvidia
Broadcom

I’m Buying Broadcom Because It Sucks Up The Hyperscaler AI Capex That Doesn’t Go To Nvidia

vm_adminAugust 9, 2026

By Alex Sirois Publication Date: 2026-08-05 04:19:00 I keep hitting the buy button on Broadcom because the company sells nearly…

I’m Buying Broadcom Because It Sucks Up The Hyperscaler AI Capex That Doesn’t Go To Nvidia
Broadcom

I’m Buying Broadcom Because It Sucks Up The Hyperscaler AI Capex That Doesn’t Go To Nvidia

vm_adminAugust 9, 2026

By Alex Sirois Publication Date: 2026-08-05 04:19:00 Quick Read Broadcom supplies nearly everything inside a hyperscale AI cluster except the…

Broadcom (NASDAQ: AVGO) Captures The Hyperscaler AI Capex That Bypasses Nvidia (NASDAQ: NVDA)
Broadcom

Broadcom (NASDAQ: AVGO) Captures The Hyperscaler AI Capex That Bypasses Nvidia (NASDAQ: NVDA)

vm_adminAugust 9, 2026

By @ForPolJournal Publication Date: 2026-08-05 19:50:00 Broadcom (NASDAQ: AVGO) has emerged as the dominant supplier of nearly everything inside a…

Microsoft or IBM: Morgan Stanley Picks the Better Hyperscaler Stock to Buy Now
IBM

Microsoft or IBM: Morgan Stanley Picks the Better Hyperscaler Stock to Buy Now

vm_adminAugust 8, 2026

By Michael Marcus Publication Date: 2026-08-06 04:42:00 AI remains Wall Street’s biggest investment theme, although enthusiasm has become far more…

Claude Platform On AWS Rewrites The Hyperscaler AI Bargain
Amazon Web Services

Claude Platform On AWS Rewrites The Hyperscaler AI Bargain

vm_adminMay 12, 2026

Amazon and Anthropic made the Claude Platform on AWS generally available this week, giving AWS customers direct access to Anthropic’s…

Broadcom Stock (AVGO) Opinions on Hyperscaler AI Chip Deals | AVGO Stock News
Broadcom

Broadcom Stock (AVGO) Opinions on Hyperscaler AI Chip Deals | AVGO Stock News

vm_adminMay 3, 2026

By Quiver DiscussionTracker Publication Date: 2026-05-03 17:35:00 By: Quiver DiscussionTracker Posted: 6 hours ago / May 3, 2026 5:35 p.m. UTC…

Nvidia tumbles after hyperscaler earnings, with GPUs no longer the missing ingredient in the AI boom
Nvidia

Nvidia tumbles after hyperscaler earnings, with GPUs no longer the missing ingredient in the AI boom

vm_adminApril 30, 2026

By Luke Kawa Publication Date: 2026-04-30 15:52:00 On the surface, it’s difficult to see that Nvidia is getting clobbered after…

Wall Street Analyst Warns Hyperscaler Custom Chips Pose ‘Significant Risk’ to NVIDIA’s Dominance
Nvidia

Wall Street Analyst Warns Hyperscaler Custom Chips Pose ‘Significant Risk’ to NVIDIA’s Dominance

vm_adminApril 30, 2026

By Joel South Publication Date: 2026-04-30 17:15:00 Quick Read Semiconductor analyst Jay Goldberg warns that internal chip development by hyperscalers…

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