#Hyperscaler

Your AI training job is queued on AWS. You're waiting. The bill is climbing. Meanwhile, a team at...

Wall Street is nervous about hyperscaler capex. The combined capex of Amazon, Microsoft, Alphabet, and Meta was over $200B in 2024. Two years later it is on track to approach $700B.

I feel more comfortable with the setup for the broader markets after Wednesday's hyperscaler earnings. Click here for a detailed analysis.

The struggles continue for Fermi America's 17 GW bit barn ambitions It’s been a weekend filled with dizzying changes in the boardroom at datacenter wannabe Fermi America as it hopes eventually to expand its West Texas campus to about 17 gigawatts of…