AI Capex Demand Points to Multi-Year Growth Cycle

Hyperscaler CapEx forecast revised to $830 billion by 2026 as AI demand surges

TrendForce has revised its 2026 forecast for combined capital expenditure among the top nine global cloud service providers (Google, AWS, Me

AI's evolving financial landscape and its impact on IT consulting

The article discusses recent developments in the AI ecosystem since June 1, focusing on how AI is impacting the IT consulting industry. Key

Goldman Sachs Warns Hyperscaler AI Capex Could Hit $1.1 Trillion by 2027, Hidden by Off-Balance Sheet SPVs

Goldman Sachs released a report challenging consensus estimates for hyperscaler capital expenditure by 2027. While analysts predict $920 bil

Understanding Startup Growth in the AI Era

The article discusses the rapid growth of startups in the generative AI era, highlighting revenue benchmarks and growth challenges for AI co

AI investors may pivot to hyperscalers from chipmakers, Morgan Stanley says

How siloed data and legacy infrastructure are driving up AI costs for enterprises

AI adoption is yielding returns, but many organizations face scalability and cost challenges due to disconnected data environments. A recent

How siloed data and legacy infrastructure are driving up AI costs for enterprises

AI adoption is yielding returns, but many organizations face scalability and cost challenges due to disconnected data environments. A recent