18 hours ago
Hyperscalers Break U.S. Bond Market With $725B AI Spending Spree, Go Global for...
TLDR: Hyperscalers committed $725B in 2026 capex, up 77% from 2025’s record $410B set just a year prior. Non-USD bond issuance ros...
2 days ago
AI Spending Nears Dot-Com Era Levels as Hyperscalers Ramp Up Infrastructure Inve...
TLDR: Goldman Sachs forecasts hyperscalers will direct about 98% of operating cash flow into CapEx by 2026. AI spending is approac...