Google’s Orbital TPU Test: Why SpaceX Wins No Matter Which Hyperscaler Gets There First
By Jabran Kundi Publication Date: 2026-10-10 14:18:00 Alphabet Inc. (NASDAQ:GOOG) has taken its first concrete step toward its long-term vision…
Tag: Hyperscaler
Investment Wisdom Always Says Buy Assets, So Don’t Ignore That Wisdom As It Relates To This Hyperscaler – AOL
Quick Read AWS revenue surged 37% to $42B in Q2, its fastest growth in 18 quarters, with a $496B backlog…
Nvidia’s Hyperscaler Revenue Could Reach $401B In 2027, Says Analyst: SpaceX Could Push Barclays’ ‘Napkin Math’ Higher
By TradingView Publication Date: 2026-10-01 14:51:00 Nvidia (NVDA) could end up generating more hyperscaler revenue than Wall Street currently expects,…
AWS becomes first hyperscaler to secure ‘NATO Restricted’ approval as alliance members target ‘resilient and agile’ infrastructure
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
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
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
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)
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
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 and Anthropic made the Claude Platform on AWS generally available this week, giving AWS customers direct access to Anthropic’s…