TokenPost topic
Hyperscalers
5 TokenPost stories are tagged Hyperscalers. The newest appear first.
Latest Hyperscalers stories
- 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