Microsoft Vs. Alphabet: How and Why They Stand Head-and-Shoulders Above Other Hyperscalers
By Alex Sirois Publication Date: 2026-08-17 16:07:00 Quick Read Azure crossed $100B in annual revenue with 43% growth, while Google…
Tag: hyperscalers
Chinese hedge funds rotate out of Nvidia and US hyperscalers in AI trade
By South China Morning Post Publication Date: 2026-08-17 05:00:00 China’s top-ranked hedge fund managers change tactics to ride the changing…
As NVIDIA Adds 100 Dark Fiber Pairs, Some AI Hyperscalers Are Quietly Blocking Fiber Off-Ramps To Rural Towns, Suffocating A Key Benefit
By Rohail Saleem Publication Date: 2026-08-14 19:11:00 The ongoing massive AI build out was supposed to fiberize the rural America…
Nvidia and the Hyperscalers High Stakes Poker Game
By UncoverAlpha Publication Date: 2026-08-13 12:31:00 The relationship between Nvidia and the big hyperscalers Amazon, Google, and Microsoft was once…
IBM bets $240m on cheap, open-source inference to take on the hyperscalers
By Cristian Dina Publication Date: 2026-08-11 16:56:00 A multi-year deal with the startup Together AI will put Nvidia Blackwell systems…
Why Google and Amazon rank top among Cloud hyperscalers for AI
By Yahoo Finance Video Publication Date: 2026-08-10 14:32:00 00:00 Speaker A Tom, I got some, I saw your notes. You…
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…
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…