Tuesday, August 4, 2026

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#Hyperscalers

10 articles

Alphabet Boosts 2026 Capex as Cloud Capacity Shortage Persists

Alphabet Boosts 2026 Capex as Cloud Capacity Shortage Persists

Salvado•Jul 30, 2026

Hyperscaler AI Returns Signal Sustained Nvidia Chip Demand Worldwide

Hyperscaler AI Returns Signal Sustained Nvidia Chip Demand Worldwide

Salvado•Jul 8, 2026

$500B–$700B AI Infrastructure Bet Puts Global Supply Chains at Systemic Risk

Technology & Markets

$500B–$700B AI Infrastructure Bet Puts Global Supply Chains at Systemic Risk

Salvado•May 21, 2026

Four US Hyperscalers Commit $650B to AI Infrastructure as Custom Chip Race Goes Global

Technology & AI

Four US Hyperscalers Commit $650B to AI Infrastructure as Custom Chip Race Goes Global

Salvado•May 19, 2026

Google's $40 Billion Anthropic Bet Redraws the Global AI Investment Map

Technology & AI

Google's $40 Billion Anthropic Bet Redraws the Global AI Investment Map

Salvado•Apr 28, 2026

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