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Tag: hyperscalers

Broadcom (AVGO) Is Up 7.4% After Massive Buybacks And AI Chip Deals With Hyperscalers – Has The Bull Case Changed?
Broadcom

Broadcom (AVGO) Is Up 7.4% After Massive Buybacks And AI Chip Deals With Hyperscalers – Has The Bull Case Changed?

vm_adminSeptember 23, 2026

By Sasha Jovanovic Publication Date: 2026-09-23 02:13:00 In the past few weeks, Broadcom reported that it completed a multi-year share…

Worried About Hugging Face? Microsoft and Amazon Got Exposed Most Among Hyperscalers
Amazon Web Services

Worried About Hugging Face? Microsoft and Amazon Got Exposed Most Among Hyperscalers

vm_adminSeptember 22, 2026

The Hugging Face security incident hit two hyperscalers at the peak of their cloud momentum, and enterprise buyers are now…

How Far Could Cisco Stock Fall With Its Fastest Growth Riding On Hyperscalers?
Cisco

How Far Could Cisco Stock Fall With Its Fastest Growth Riding On Hyperscalers?

vm_adminSeptember 10, 2026

By Trefis Team Publication Date: 2026-09-09 22:15:00 Image by Ugochukwu Ebu from Pixabay Cisco Systems (CSCO) trades near $109, about…

Broadcom’s AI Forecast Suggests Hyperscalers Want More Than Just Nvidia GPUs
Broadcom

Broadcom’s AI Forecast Suggests Hyperscalers Want More Than Just Nvidia GPUs

vm_adminSeptember 8, 2026

By Ghazal Ahmed Publication Date: 2026-09-07 21:11:00 Big Tech’s appetite for AI infrastructure isn’t being sated anytime soon, and Broadcom…

Broadcom sees hyperscalers sidelining telcos for some scale across projects
Broadcom

Broadcom sees hyperscalers sidelining telcos for some scale across projects

vm_adminAugust 20, 2026

By Martha DeGrasse Publication Date: 2026-08-20 14:04:00 Broadcom’s switches play a key role in connecting data centers together

AI CapEx Risk: Amazon And Oracle Are The Most Vulnerable Hyperscalers
Amazon Web Services

AI CapEx Risk: Amazon And Oracle Are The Most Vulnerable Hyperscalers

vm_adminAugust 18, 2026

© Quality Stock Arts / Shutterstock.com Oracle (NYSE:ORCL | ORCL Price Prediction) and Amazon (NASDAQ:AMZN) both closed their latest quarters…

Microsoft Vs. Alphabet: How and Why They Stand Head-and-Shoulders Above Other Hyperscalers
Microsoft

Microsoft Vs. Alphabet: How and Why They Stand Head-and-Shoulders Above Other Hyperscalers

vm_adminAugust 17, 2026

By Alex Sirois Publication Date: 2026-08-17 16:07:00 Quick Read Azure crossed $100B in annual revenue with 43% growth, while Google…

Chinese hedge funds rotate out of Nvidia and US hyperscalers in AI trade
Nvidia

Chinese hedge funds rotate out of Nvidia and US hyperscalers in AI trade

vm_adminAugust 17, 2026

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
Nvidia

As NVIDIA Adds 100 Dark Fiber Pairs, Some AI Hyperscalers Are Quietly Blocking Fiber Off-Ramps To Rural Towns, Suffocating A Key Benefit

vm_adminAugust 14, 2026

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
Nvidia

Nvidia and the Hyperscalers High Stakes Poker Game

vm_adminAugust 14, 2026

By UncoverAlpha Publication Date: 2026-08-13 12:31:00 The relationship between Nvidia and the big hyperscalers Amazon, Google, and Microsoft was once…

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