What's the Status of Hyperscaler Infrastructure?
Hyperscalers are building big, but that doesn't yet show in their footprint statistics, and it may not for a while
Read the full articleYou might also wanna read

Virtualization + Lakehouse + Mesh = Data At Scale
> **Cross-posted.** This article's canonical home is [Iceberg Lakehouse](

Meta surges on report it’s starting a cloud business to sell excess AI compute
The story of the hyperscalers in 2026 has largely been “the beatings will continue until the cash flow outlook improves;” this could help ch

VAST Data: The Key to Making AI Infrastructure Work in the Exabyte Age
With AI demands skyrocketing, VAST Data's focus on cache storage could be the linchpin for scalable and cost-effective AI infrastructure. Ar
Europe's First Exascale Supercomputer Powers Up
Article URL: Comments URL: Points: 8 # Comments: 1
Hyperscaler Stocks vs. AI Infrastructure Stocks: Which Are the Better Buys?
Hyperscalers are spending big, while AI infrastructure players have been reaping the benefits.

How Much Power and Water Does AI Actually Use? The 2026 Numbers & Other News
Dr. Ryan Ries here. It’s no surprise that this industry continues to move faster than any of us can truly keep up with. However, three stori

Comments
Sign in to join the conversation.
No comments yet. Be the first.