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hyperscaler
4 articles tagged with this topic
nvidiacapex
Nvidia's 70% Guidance: AI Capex Is Far From Peaking
Bloomberg Aug 27: Nvidia guided ~70% next-fiscal-year revenue growth, rebutting 'AI capex peak' narrative. Forward guidance—Huang's industry signal.
2d ago2 min read
alibabacloud-ai
Alibaba Frames AI Capex as a Three-Year Payback Story
Alibaba FY27 Q1: AI ARR RMB 49.5B (35% of external cloud). CEO Wu claims 3-year capex payback — China's first quantifiable AI ROI anchor.
Aug 212 min read
alibabaqwen
Alibaba Profit Plunges 75%: A Globally Synchronized AI Capex War Signal
Alibaba quarterly profit crashed 75%+ with $10B capex. Proof hyperscalers entering hypercapex. Builders must recalibrate Qwen, cloud pricing, GPU.
Aug 212 min read
cisconetworking
Behind Cisco's $9.3B AI Orders: The Network Layer Is AI Capex's Real Bottleneck
Cisco FY26 Q4: $17.3B (+18% YoY), AI orders $4B Q4/$9.3B FY. Signal: hyperscaler networking capex rivals GPU. Fabric is scaling's hidden bottleneck.
Aug 132 min read