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Tag: hyperscalers

Cisco Sales Rise as AI Hyperscalers Drive Demand
Cisco

Cisco Sales Rise as AI Hyperscalers Drive Demand

vm_adminFebruary 11, 2026

By Katherine Hamilton Publication Date: 2026-02-11 21:31:00 The company posted a second-quarter profit of $3.18 billion, up from $2.43 billion…

Microsoft's free cash flow considered 'most resilient' of hyperscalers: BNP Paribas
Microsoft

Microsoft's free cash flow considered 'most resilient' of hyperscalers: BNP Paribas

vm_adminFebruary 6, 2026

By Chris Ciaccia Publication Date: 2026-02-06 15:42:00 BNP Paribas says Microsoft’s free cash flow is most resilient as hyperscalers boost…

IBM boss says hyperscalers are dreaming
IBM

IBM boss says hyperscalers are dreaming

vm_adminDecember 5, 2025

By Nick Farrell Publication Date: 2025-12-05 09:18:00 Arvind Krishna tears into Big Tech’s data centre maths IBM lead suit Arvind…

IBM CEO warns there’s ‘no way’ hyperscalers like Google and Amazon will be able to turn a profit at the rate of their data center spending | Fortune
IBM

IBM CEO warns there’s ‘no way’ hyperscalers like Google and Amazon will be able to turn a profit at the rate of their data center spending | Fortune

vm_adminDecember 4, 2025

By Marco Quiroz-Gutierrez Publication Date: 2025-12-03 17:41:00 While giant tech companies like Google and Amazon tout the billions they’re pouring…

IBM CEO warns there’s ‘no way’ hyperscalers like Google and Amazon will be able to turn a profit at the rate of their data center spending
IBM

IBM CEO warns there’s ‘no way’ hyperscalers like Google and Amazon will be able to turn a profit at the rate of their data center spending

vm_adminDecember 4, 2025

By Marco Quiroz-Gutierrez Publication Date: 2025-12-03 17:41:00 While giant tech companies like Google and Amazon tout the billions they’re pouring…

Mythics accelerates Oracle’s multi-cloud dynamics and drives transformation at leading hyperscalers
Oracle

Mythics accelerates Oracle’s multi-cloud dynamics and drives transformation at leading hyperscalers

vm_adminDecember 3, 2025

By PR Newswire Publication Date: 2025-12-03 12:00:00 Through deep Oracle expertise and strategic hyperscaler partnerships, Mythics helps organizations achieve agility,…

Flight of the hyperscalers. How AI sent Amazon, Google, Oracle, Microsoft and Meta on a wild ride
Oracle

Flight of the hyperscalers. How AI sent Amazon, Google, Oracle, Microsoft and Meta on a wild ride

vm_adminNovember 27, 2025

By Investor’s Business Daily Publication Date: 2025-11-26 19:37:00 They rose higher and higher, with shares of tech giants Amazon (AMZN),…

Cisco’s AI Infrastructure Is Finally Winning Over Hyperscalers | The Motley Fool
Cisco

Cisco’s AI Infrastructure Is Finally Winning Over Hyperscalers | The Motley Fool

vm_adminNovember 14, 2025

By Timothy Green Publication Date: 2025-11-14 12:15:00 Cisco’s AI business is finally booming. Better late than never for networking giant…

Cisco’s AI orders from hyperscalers accelerate
Cisco

Cisco’s AI orders from hyperscalers accelerate

vm_adminNovember 13, 2025

By Matt Phillips Publication Date: 2025-11-12 21:25:00 The networking equipment maker has underperformed rivals amid an explosion in AI-related data…

AI News

Competing AI hyperscalers, Nebius and CoreWeave, make divergent moves (NBIS:NASDAQ) – Seeking Alpha

vm_adminJune 6, 2025

Competing AI hyperscalers, Nebius and CoreWeave, make divergent moves (NBIS:NASDAQ)  Seeking Alpha Article Source https://seekingalpha.com/news/4456029-competing-ai-hyperscalers-nebius-and-coreweave-make-divergent-moves

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