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7
Goldman Sachs Forecasts AI Capex Surge to Continue Through First Half of 2028
Markets
1
16h ago
7
Goldman Sachs Forecasts AI Capex Surge to Continue Through First Half of 2028
Markets
· 1 src · 16h ago
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7
SemiAnalysis: Anthropic and OpenAI Set to Control Most Global AI Compute, $11T in AI Capex Projected by 2029
Markets
2
6d ago
7
SemiAnalysis: Anthropic and OpenAI Set to Control Most Global AI Compute, $11T in AI Capex Projected by 2029
Markets
· 2 srcs · 6d ago
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8
Amazon Raises Kindle and Echo Prices Up to 60% as AI Infrastructure Costs Hit Consumer Hardware
Markets
1
Aug 23
8
Amazon Raises Kindle and Echo Prices Up to 60% as AI Infrastructure Costs Hit Consumer Hardware
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Markets
· 1 src · Aug 23
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7
AI Hyperscaler Bond Issuance Hits $220B in 2026 — Up 17x — as Investor Appetite Reaches Limits
Markets
2
Aug 21
7
AI Hyperscaler Bond Issuance Hits $220B in 2026 — Up 17x — as Investor Appetite Reaches Limits
Markets
· 2 srcs · Aug 21
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7
Super Micro Q4 Revenue Surges 93% YoY to $11.1B; FY2027 Guidance of $65–72B Crushes Analyst Estimates
Markets
2
Aug 11
7
Super Micro Q4 Revenue Surges 93% YoY to $11.1B; FY2027 Guidance of $65–72B Crushes Analyst Estimates
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Markets
· 2 srcs · Aug 11
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8
Microsoft Faces Shareholder Class Action Over AI Spending and Azure Growth Slowdown
Markets
1
Jun 15
8
Microsoft Faces Shareholder Class Action Over AI Spending and Azure Growth Slowdown
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Markets
· 1 src · Jun 15
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