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Did IBM Miss?

The Wrong Kind of Good News In the AI-obsessed market of 2025, there are apparently two kinds of good news. There is "good news," where a company beats earnings estimates and raises its forecast. And then there is "AI-cloud-hyper-growth good news," which is the only kind
Did IBM Miss?

Why Is Meta Selling Its AI Factories Before They're Even Built?

Meta recently struck a record-breaking $27 billion deal with asset manager Blue Owl Capital to fund its massive Hyperion AI data center in Louisiana. But this was no ordinary investment. In the largest private-capital deal in history, Meta is effectively selling off 80% of its flagship project, contributing its own

The Great Compute Scramble

Anthropic's Hedge It's an interesting time to be Amazon. You're the undisputed king of cloud computing. You identify the hottest AI startup on the planet, Anthropic, and make a massive bet, committing $8 billion to become its single largest shareholder and flagship AI partner.
The Great Compute Scramble

Is Oracle a Construction Company?

The $185 Billion Lease Agreement Ordinarily, when a very large company holds a big meeting and announces a plan to more than triple its revenue in five years, its stock goes up. It is a sign of confidence, a vision of explosive growth. It is the kind of thing that
Is Oracle a Construction Company?

Why Is Google Building Its Largest AI Hub in India?

Google last week announced it will invest $15 billion over the next five years to build a massive artificial intelligence data center hub in India. The facility, located in the state of Andhra Pradesh, is set to be the company's "largest AI hub" outside of the

How Is Broadcom Challenging Nvidia?

Broadcom this week launched Thor Ultra, a new networking chip designed to connect the massive-scale AI data centers of the future. The announcement came just one day after the company revealed a blockbuster deal to build 10 gigawatts worth of custom AI accelerator chips for OpenAI. Taken together, these moves