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Hyperscalers

Nvidia Reports $96.2B Quarter as Broadcom's AI Targets Rattle Investors

The results expose supply limits on GPUs and force investors to weigh Nvidia's broad market reach against Broadcom's concentrated custom‑chip bets.

Berkshire Bets on Alphabet and Power for AI Under Greg Abel

Applied Digital Lands 15‑Year, 210 MW Take‑or‑Pay Lease at Delta Forge 2

Alphabet Lifts 2026 AI Capex to $180–$190 Billion as Google Cloud Sales Surge

Bank of America Upgrades Nokia to Buy on Optical and AI Data-Center Thesis

AI Trade Rebounds After Oracle Funding Jitters Trigger Tech Selloff