1 week 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...
1 week 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...
May 29, 2026
CZ: Most AI Companies Will Go Bust Despite Exponential Growth
TLDR: CZ warns that despite AI’s exponential growth, most AI companies will eventually go bust due to oversaturation. FT data show...