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The Latest Breaking News from Hyperscalers

Nvidia revenue tops $96 billion as memory commitments soar to $160 billion — CEO Jensen Huang says AI 'has reached its inflection point'

Nvidia's Q2 FY2027 revenue tops $96 billion as the company commits to buy up to $160 billion worth of memory, increasing its total commitments to $279 billion ahead of a major demand bump.

Tom’s Hardware

AI's Cash Splash Continues: Meta Platforms and Broadcom Expand Custom Chip Partnership

Hyperscalers are ramping AI infrastructure spending to record levels this year, with a string of major partnerships and funding rounds across the sector. Meta’s newly expanded collaboration with Broadcom on custom MTIA chips adds another layer to that build-out, focusing on multi-generation silicon and multi-gigawatt capacity through 2029.

Barchart

EU Launches DMA Investigation into US Hyperscalers over Market Power

EC's DMA probe on cloud Infrastructure providers is a step to ensure Europe's digital future.

International Business Times

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Trillion-dollar tech company emerges as key partner to help Google, Meta and other hyperscalers build an Nvidia-free AI future

Broadcom will be using SK Hynix's HBM in its custom AI chips to aid those looking for an Nvidia-free AI future.

TechRadar

No more hard drives sold after 2028? I reckon you won’t be able to buy a new one in 2027

With the impending launch of PLC and the focus of HDD makers on hyperscalers, consumers will be left out

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