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Tom Essaye

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// recent coverage 4 mentions

13:06
2026-08-14
machinebrief.com
artificial-intelligence

There's a bearish wrinkle in the market's hottest trade

Bank of America said in a client note on Thursday that the AI buildout is inflationary, with computer prices rising 3.5% in July and software prices up about 40% over the past year, complicating Feder…

14:32
2026-08-10
ca.finance.yahoo.com
ai-infrastructure

Why Google and Amazon rank top among Cloud hyperscalers for AI

Sevens Report Research founder Tom Essaye said cloud capacity is the next critical bottleneck in AI infrastructure, ranking Google (GOOG) and Amazon (AMZN) as the top cloud hyperscalers for AI, ahead …

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