Applied Digital CEO Wes Cummins on AI buildout, hyperscaler demand and spending
Applied Digital chairman and CEO Wes Cummins joins CNBC's 'Squawk on the Street' discuss the company’s new $7.5 billion hyperscaler ...
Sunday, July 12, 2026
Tag: hyperscaler
Why Investors Are Bullish On Neoclouds
Investors are bullish on the emerging crop of companies known as neoclouds, which focus on AI-dedicated computing infrastructure, even as ...
rewrite this title Broadcom (AVGO) Custom Chip Strategy Targets $60B Hyperscaler AI Infrastructure Market – Alphastreet
rewrite this content using a minimum of 1000 words and keep HTML tags Overview of Broadcom’s custom chip business and ...
The “Low-IQ” Investing Secret: Tired of stressing over AI and hyperscaler returns?
Welcome back to the Morning Brief! Today, we sit down with Ryan Payne, President of Payne Capital Management, to dissect ...
rewrite this title NextEra working with Exxon to develop gigawatt data center for hyperscaler
rewrite this content using a minimum of 1000 words and keep HTML tags NextEra Energy is partnering with Exxon Mobil, ...
Amazon closes out hyperscaler earnings with focus on cloud growth and AI spend
CNBC’s MacKenzie Sigalos reports on Amazon’s third-quarter earnings as investors zero in on cloud momentum and whether heavy AI infrastructure ...
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