Thursday, April 23, 2026

#Hyperscalers

5 articles

Meta and Alphabet Commit $67B to AI Data Centers as Power Capacity Becomes Global Infrastructure Bottleneck

Meta and Alphabet Commit $67B to AI Data Centers as Power Capacity Becomes Global Infrastructure Bottleneck

Salvado•Apr 15, 2026

Optical transceiver shortage threatens global AI datacenter buildout through 2027

Optical transceiver shortage threatens global AI datacenter buildout through 2027

ViaNews Editorial Team•Mar 5, 2026

Ciena Logs $7.8B Orders as Global AI Infrastructure Race Triggers Capacity Crunch

Ciena Logs $7.8B Orders as Global AI Infrastructure Race Triggers Capacity Crunch

ViaNews Editorial Team•Feb 24, 2026

Global AI Infrastructure Arms Race Intensifies as Broadcom Secures $21B in Custom Chip Orders from Hyperscalers

Global AI Infrastructure Arms Race Intensifies as Broadcom Secures $21B in Custom Chip Orders from Hyperscalers

ViaNews Editorial Team•Feb 16, 2026

Broadcom Emerges as Critical AI Infrastructure Provider With $21B in Custom Chip Orders

Broadcom Emerges as Critical AI Infrastructure Provider With $21B in Custom Chip Orders

ViaNews Editorial Team•Feb 15, 2026