hyperscalers

The largest misallocation of capital in financial history. We are watching some of the greatest companies in the world (Hyperscalers) commit suicide…

Capex booms like this rarely pay back for the buyers, history shows telecoms and shale. Extreme concentration in one or two stocks makes markets fragile and volatile. The largest misallocation of capital in financial history. We are watching some of the greatest companies in the world (Hyperscalers) commit suicide… https://t.co/O2qAZmsz0B — The Maverick of Wall …

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AI capex spending hits hundreds of billions but payback timing looks fuzzy for hyperscalers.

Something about the AI race keeps bothering me. Every earnings season, the spending gets bigger. The timeline for earning it back stays fuzzy. Microsoft, Meta, Amazon, and Google are pouring hundreds of billions of dollars into AI infrastructure, building data centers, buying GPUs, expanding power capacity, and upgrading networks at a pace the industry has …

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Silicon Valley’s trillion dollar AI bet slams into a wall of pure American resistance.

A fresh Gallup poll reveals 7 out of 10 Americans explicitly oppose building AI data centers in their neighborhoods… Protesters packed the Utah state capitol this week to block a massive hyperscale facility threatening the Great Salt Lake basin… Senators introduced a federal moratorium act to freeze all new data center permits above 20 megawatts… …

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Mag 7 hyperscalers crush Q1 expectations

Alphabet, Microsoft, Amazon, and Meta all report massive beats after the bell… Google Cloud explodes 63%; Azure hits 40%; AWS speeds to 28% growth… Total “Mag 4” cloud backlog now north of $1 trillion as enterprise AI takes root… Market verdict: The “OpenAI revenue miss” rumor was a bear trap for tech bulls… Alphabet revenue …

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