Chips
Broadcom claims AI companies can't build their own chips, predicts $100B AI chip revenue by 2027
3/5/2026

Cloud
Hyperscaler Spending Surge: Google, Meta, Microsoft, Amazon to Exceed $600 Billion
2/11/2026

Regulation
Trump Administration Pushes Hyperscalers to Fund Their Own Datacenter Power Costs
2/10/2026

Cloud
The Blame-Absorption Economy: How Hyperscalers Redefined Corporate Risk in Distributed Systems
1/7/2026