KKR, Nvidia, Vistra, Kuwait Investment Authority launch infrastructure company for hyperscalers
By Mary Christine Joy Publication Date: 2026-06-11 11:31:00 KKR (KKR), Nvidia (NVDA) (NVDA:CA), Vistra (VST) (ZVST:CA), and the sovereign wealth…
Tag: hyperscalers
Why Jensen Huang Is Confident AI Spending From Hyperscalers Is Going to Only Get Bigger in the Future
By David Jagielski, CPA, The Motley Fool Publication Date: 2026-05-30 16:20:00 Hyperscalers are the big tech giants spending feverishly on…
Cisco making SONiC available to all customers – not just hyperscalers
By Simon Sharwood Publication Date: 2026-05-27 03:41:00 Networks Logo for SONiC the “Software for Open Networking in the Cloud” project…
Forget Nvidia. 1 of these 3 hyperscalers could be the top AI stock through 2030.
By Daniel Sparks Publication Date: 2026-05-19 06:41:00 Combined 2026 capital spending from three cloud giants is set to top $570…
Forget Nvidia. 1 of These 3 Hyperscalers Could Be the Top AI Stock Through 2030. | The Motley Fool
By Daniel Sparks Publication Date: 2026-05-19 05:41:00 Nvidia (NVDA 1.38%) reports earnings on May 20, and the conversation around artificial…
SA analyst: Marvell and Broadcom poised to win as hyperscalers shift to dual‑sourcing ASICs
By Nilanjana Basu Publication Date: 2026-05-15 10:15:00 Marvell and Broadcom could be top AI ASIC winners as hyperscalers shift to…
Major Hyperscalers Just Reported Earnings. Nvidia Was The Winner | The Motley Fool
By Prosper Junior Bakiny Publication Date: 2026-05-02 20:30:00 April 29 was a major day for the stock market as the…
Nvidia CEO: 40% of revenue now from non-cloud customers, not just hyperscalers
By Jeremy Phillips Publication Date: 2026-04-01 11:16:00 Public Domain / Wikimedia Commons (Public Domain / Wikimedia Commons) Jensen Huang said…
The $1 Billion Question: Can Hyperscalers Afford to Lose a Data Center to War in 2026? | The Motley Fool
I never thought I’d be writing a sentence like this, but here we are: Iranian drones struck three Amazon Web…
AMD, Broadcom, and Nvidia join hyperscalers to define optical scale-up interconnect of the future for AI clusters — Meta, Microsoft, and OpenAI to benefit as speeds eventually scale to 3.2 Tb/s
By Anton Shilov Publication Date: 2026-03-12 19:43:00 As AI clusters grow larger, they begin to use optical interconnects for scale-out…