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Hyperscalers

Amazon Web Services Microsoft Broadcom Capex Spending Custom Silicon AWS AI Compute Market Competition

Analysts Lift Targets as Cipher Mining Soars on Google-Backed AI Hosting Deal

The company secured funding for Barber Lake through zero‑coupon notes tied to a 10‑year, 168MW Fluidstack contract.

Gartner Sees 35% of VMware Workloads Leaving by 2028 as Licensing Shift Reshapes Options

TSMC Grabs Record 70.2% Foundry Share on Q2 Surge to $30.24 Billion

Broadcom’s AI Chip Revenue Jumps 46% in Q2, Forecasts Continued Growth