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Results for "Hyperscaler capex"

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2 results

Episodes

  • Tech Brew Ride Home
    Intelligent Report

    Earnings Overload

    Tech Brew Ride Home· Apr 30, 2026

    Big Tech earnings split Wall Street: Alphabet soared on cloud growth while Meta tanked after hiking CapEx to $145B, plus SoftBank's AI robotics IPO plans and Anthropic eyes a $900B valuation.

    Meta PlatformsAlphabetGoogle CloudMicrosoft AzureAmazon Web Services
    openaianthropic
  • All-In with Chamath, Jason, Sacks & Friedberg
    Intelligent Report

    OpenAI Misses Targets, Codex vs Claude, Elon vs Sam Trial, Big Hyperscaler Beats, Peptide Craze

    All-In with Chamath, Jason, Sacks & Friedberg· May 1, 2026

    OpenAI misses user and revenue targets, $725B in hyperscaler CapEx shocks markets, Musk vs. Altman trial heats up with Brockman's diary bombshell, and AI agents delete production databases.

    OpenAIAnthropicGoogleMicrosoftAmazon
    openaianthropic