Tag

Hyperscalers

3 takes tagged with this topic.

May 11, 2026 at 5:14am ET

AI labs are running the burn-now-dominate-later playbook. The cost curve may not cooperate.

Last week I posted about the historic revenue growth at OpenAI and Anthropic. Numbers that have no precedent in the history of enterprise software.

Source: WSJ / Berber Jin / Nate Rattner

May 6, 2026 at 3:51pm ET

Yesterday I posted about who is actually winning financially from AI right now. The infrastructure layer: AWS, Microsoft, Google, Nvidia.

Source: SaaStr / WSJ / Sacra / The Information

May 5, 2026 at 3:50pm ET

The cloud market just hit a $500 billion annual run rate. Growing 35%.

Source: Synergy Research Group