hyperscalers
Capex to Consume Nearly All Hyperscaler Operating Cash Flow in 2026
A London-based tech equity research firm projects a $600 billion gap as the largest cloud companies commit more money to data centers
hyperscalers
A London-based tech equity research firm projects a $600 billion gap as the largest cloud companies commit more money to data centers
Data Center
The issue may have already hardened into a defining political issue of 2026.
Cloud giants rapidly expanding infrastructure as AI demand accelerates.
Data Center
As data centers continue construction, some are facing local government ordinances and other challenges.
Data Center
Capital budgets already stretched across broadband and capacity are constraining room for GPU investment for the industry.
Kate Johnson
After selling its fiber-to-the-home business to AT&T, company pivots toward enterprise AI infrastructure.
AI
Hyperscalers building increasing bandwidth infrastructure.