TokenPost topic
Hyperscalers
22 TokenPost stories are tagged Hyperscalers. The newest appear first.
Latest Hyperscalers stories
- Cloud Sovereignty Guide Scores 40 Offerings Across Five Regions
TheCUBE Research uses 17 tests and five sovereignty pillars. Guide author Amit Eyal Govrin says no hyperscaler has a practical solution to the U.S. CLOUD Act.
· Technology
- SMFG Tightens Data-Center Financing Criteria Around Creditworthy Hyperscalers
SMFG has ¥2.6 trillion in data-center exposure, and most of its off-takers were classified as investment grade.
· Business
- Cisco Raises AI Revenue Goal to $9 Billion After Quarterly Earnings Beat
Revenue rose 24% year over year, while Cisco's fiscal second-quarter revenue and adjusted earnings forecasts also exceeded analyst averages.
· Business
- IMF Says AI Stock Swings Have Not Settled Long-Term Investor Outlook
The IMF’s October financial stability report flagged elevated AI valuations and rising debt. Hyperscalers accounted for 10% of global investment-grade bond issuance, up from less than 1% in 2024.
· Investing
- Arm Says Its Share of Top Hyperscaler Server Market Tops 50%
Arm put its share at 15% in calendar 2024 and expects it to exceed 60% by the end of calendar 2026.
· Business
- Five Hyperscalers Issued $218.1 Billion in Bonds Through Early October 2026
The total topped their $107.3 billion in full-year 2025 issuance. Nvidia single-name CDS trading reached $6.9 billion in the following six-month period.
· Investing
- S&P Global Ratings Executive Says Hyperscaler AI Debt May Be Understated
Mark Habib said the agency has not estimated the additional exposure he described. Six hyperscalers could spend more than $7 trillion on data centers and AI from 2025 through 2030.
· Business
- Goldman Sachs Economist Expects Hyperscaler Investment’s GDP Share Change to Peak in Q4
Jan Hatzius expects the share of U.S. GDP represented by hyperscaler investment to post its largest year-over-year change in the fourth quarter.
· Investing
- Five Hyperscalers Spent $1.1 Trillion as U.S. Adults Oppose Local AI Data Centers
Sell-side analysts project another $5.3 trillion in spending through 2030; a March survey found 71% opposed an AI data center in their area.
· Technology
- IPO Investors Grow More Selective as AI Infrastructure Borrowing Expands
Aloke Gupte described broader IPO investor selectivity, while separate figures show more than $200 billion in debt issued by hyperscalers.
· Investing
- 2027 AI Spending Swing Could Shift S&P 500 Earnings Growth 6 Percentage Points
A $250 billion move around a $1.2 trillion capital spending forecast would affect earnings growth even as total investment is projected to keep rising.
· Investing
- Microsoft Alone Is Forecast to Avoid Negative Free Cash Flow Over the Next 12 Months
U.S. hyperscaler capital spending is projected to reach $1.2 trillion in 2027.
· Business
- PNC Expands In-House AI Capacity While Retaining Hyperscaler Models
Data-center rebuilds are adding to depreciation expense as the bank deploys GPUs. Management has also identified 171 opportunities tied to $1.4 billion in addressable spend.
· Business
- Most Fund Managers Do Not Expect Hyperscalers to Cut Capital Spending
A growing share of investors expects hyperscalers to reduce spending in the coming months, raising questions about whether the AI investment boom can maintain its current pace.
· Investing
- AI Debt Issuance Reaches $450 Billion as Hyperscalers Expand Borrowing
Global AI-related debt issuance more than doubled from 2025 by early September, while hyperscalers accounted for 47% of sterling corporate bond issuance in 2026.
· Technology
- Global AI-Related Debt Issuance Projected to Near $570 Billion in 2026
Issuance reached nearly $236 billion by May 31, while hyperscalers had issued an estimated $219 billion of investment-grade bonds year to date as of Aug. 20.
· Business
- AI Buildout Faces Higher Capital Costs as Debt Demand Rises
The five largest U.S. hyperscalers are expected to spend about $800 billion in 2026, while AI-related debt issuance approaches $500 billion.
· Technology
- a16z Says AI Infrastructure Spending Now Exceeds Railroad-Era GDP Share
Hyperscaler capital spending is projected to reach about $780 billion in 2026 and top $1 trillion annually beginning in 2027.
· Business
- U.S. 30-Year Treasury Yield Rises to 5.56% as Debt Pressures Build
The benchmark yield climbed from 5.24% on Wednesday to 5.56% on Monday as rising debt, issuance and hyperscaler borrowing kept long-term rates elevated.
· Investing
- U.S. Hyperscaler Capital Spending Seen Reaching $1.2 Trillion in 2027
Data-center power demand is projected to reach 66 gigawatts in 2027, while debt is expected to finance 35% of hyperscaler capital spending.
· Technology
- AI Appeared on 67% of S&P 500 Earnings Calls in Second Quarter
The 331 calls mentioning artificial intelligence exceeded five-year and 10-year averages, while companies citing AI posted stronger average gains through Sept. 17.
· Investing
- AI Infrastructure Spending Is Modeled at $7.6 Trillion Through 2031
Annual spending is estimated at $765 billion in 2026 and $1.6 trillion in 2031, with chip replacement cycles driving the capital needs.
· Technology