#hyperscalers
Hyperscalers: 14 AI articles covering hyperscalers news, analysis, and research
Articles
SoftBank's $7 Billion Loss May Have Capped AI's Natural Gas Ambitionsβ9
SoftBank's $7.1 billion quarterly loss, driven by over $3 billion in turbine deposit writedowns, may have capped AI's natural gas ambitions after the firm over-...
Google Expands AI Hardware Portfolio with Two Specialized TPU Chipsβ9
Google unveils TPU 8tx and TPU 8i Max, two new eighth-generation AI chips for confidential training and inference and larger memory capacity for big workloads.
The Climate Case for AI Has Not Been Madeβ9
AI leaders claim their technology will fix the climate, but surging data center energy demand is raising emissions, delaying fossil plant retirements, and outpa...
The Download: Texas's Fragile AI Boom and Shifting Energy Policyβ8
Texas's growing AI data center boom faces uncertainty after Democrats sweep state elections, raising questions about energy policy and the future of America's A...
Big Tech's AI Data Center Buildout Won't Stop Until Someone Stops Itβ8
Amazon, Microsoft, Alphabet, and Meta are locked into hundreds of billions in AI data center spending with no off-rampβand no one willing to stop the buildout.
The Data Center Backlash Is Uniting Americaβ8
AI data centers are sparking a bipartisan backlash over grid strain, water use, and tax incentives, turning 2026 midterm races into a referendum on Big Tech's e...
Anthropic's IPO Filing Reveals Its Strategy for Keepingβ9
Anthropic's S-1 reveals its strategy for keeping enterprise customers hooked through a three-layer ecosystem spanning models, platform, and apps like Claude Cod...
Anthropic's Cloud Partnerships Are Getting Messyβ8
Anthropic's leaked S-1 filing reveals a cloud capacity crunch with AWS, Google, and Microsoft, an $80.7 billion net loss, and rising costs ahead of its IPO.
The Download: AI's Trillion-Dollar Gamble and OpenAI's Biologyβ9
OpenAI bets on paying for biology data as AI's trillion-dollar infrastructure gamble faces a steep path to profitability by 2030.
What Must Happen for AI's Trillion-Dollar Gamble to Pay Offβ9
AI hyperscalers plan over $1 trillion in data center spending for 2026. Can AI revenue scale fast enough to justify the infrastructure boom?