Big Tech's AI revenue surged in Q2 2026, with Azure accelerating to 43% growth, Google Cloud to 82% YoY, and AWS also accelerating, but capital expenditures continue to outpace cash generation, leavin…
Big Tech AI capital expenditures are on track to hit $1 trillion in 2027, with 2026 guidance at $732.5 billion, 158% higher than initial estimates, according to lead tech analyst Beth Kindig. Actual s…
AI token processing demand is surging far beyond forecasts, with Google seeing a 330X increase from May 2024 to May 2026, and Nvidia's upcoming Vera Rubin systems are designed to deliver up to 10X mor…
Google Cloud revenue surged 63% year over year to $20.03 billion in Q1 2026, outpacing Microsoft Azure's 39% growth and Amazon Web Services' 28% growth, according to a chart by I/O Fund analyst Beth K…
Intel Foundry could capture AI chip packaging demand as TSMC's CoWoS capacity constraints persist, according to I/O Fund lead tech analyst Beth Kindig. TSMC held 73% of pure foundry market share in Q1…
Nvidia has engineered a circular financing loop with GPU cloud providers CoreWeave and Nebius, selling them GPUs, investing billions, and guaranteeing to buy unsold capacity, creating a $35 billion de…
Micron Technology's stock surged over 900% since August 2025, adding more than $1 trillion to its market capitalization amid a severe AI-driven memory shortage. The memory market is projected to excee…