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Tag

hyperscalers

3 articles

U.S. Equities5d ago

Marvell's 241% Surge Built on Hyperscaler Lock-In, Not Hype

CEO Matt Murphy credits a decade of supplier trust with major tech companies and diversified AI partnerships as the engine behind Marvell's outperformance of Broadcom

U.S. Equities19d ago

Nvidia's $92B Earnings Test: Hyperscaler Concentration Is the Real Risk

Nvidia reports Q2 results Aug. 26 with consensus at $92B revenue and $2.09 EPS, but customer concentration among Amazon, Microsoft and Google poses the material risk to forward guidance.

Technology40d ago

Hyperscalers' $1.32 Trillion AI Capex Bet: Who Wins, Who's Left Behind

Global AI server shipments are forecast to grow 31 percent in 2025, with nine North American cloud providers on track to spend $1.32 trillion on infrastructure by 2027.