Live and recent posts from across the Fediverse tagged #hyperscalers, aggregated by home.social.
@Npars01
To hear these experts talk, & how much they were all in agreement, despite all their different backgrounds was eye-wateringly eye-opening. My favourite line, that seemed to sum it all up (not only LLMs & GenAI but all the hyperscaler data centre b.s.): “This is the biggest misallocation of capital we’ve seen in our lifetime.”
https://m.youtube.com/watch?v=es4FfRU8saQ
#AI #LLMs #GenAI #hyperscalers #dataCentres #biggestCapitalMisallocationInOurLifetime
Alarms going off: The AI Panel
Ed Zitron: Microsoft Has $80 Billion Of AI Chips It Can't Plug In
For everyone wondering about the consequences, & when the AI bubble bursts… hold onto your hats & watch ‘The AI Panel’ (includes the line: “The biggest misallocation of capital we’ve seen in our lifetime”):
https://m.youtube.com/watch?v=es4FfRU8saQ
@nobull-markettalkwithgeorg4907
#AI #LLMs #AgenticAI #GPUs #dataCentres #hyperscalers #AIBubble #biggestCapitalMisallocationInOurLifetime
#bubblewatch update:
Related to the bond market problems described above? Analysts at Bain and Praetorian Capital have run the numbers — and they add up to bond and loan defaults for the #hyperscalers.
> Data Centers Are a $6 Trillion Time Bomb, Analysts Warn. https://futurism.com/future-society/data-centers-trillion-capital-time-bomb-bain
> “If the economics don’t work, doing it at massive scale doesn’t make the economics work any better — it just takes an industry crisis and makes it into a national economic crisis …”
#bubblewatch update:
The bond market has reached it's highest point since 2002. Not good news for governments with high debt loads, such as the USA and Japan. And worst news for the general #economy as borrowing costs rise across the board. But what does this have to do with the #AI bubble and #hyperscalers?
Guess where there's a surge in bond sales…
> Why are world bond markets selling off again? https://www.reuters.com/business/finance/why-are-world-bond-markets-selling-off-again-2026-10-01/
The scale of profits required to meet the expectations of investors in #LLM-based #GenAISlop within to 5-6 year lifespan of current technology rolled out in #Datacenters is astronomically huge. And the #Hyperscalers (the six main companies super heavily invested in #GenAI ) have even less time before every bit of computing kit, power and cooling supply used needs to be tossed out, written off the books, and replaced with new and expensive gear just to remain competitive and keep investors from pullling out —replacing just the chips is not possible given current chip evolutionary trends. The sums discussed here are in the order of **tens of trillions of dollars**. An unimaginable sum just to break even. To put it into perspective, Australia’s annual gross product (GDP) is just $2.1 trillion. That’s the total output of about 28 million people over a whole year. Think about that.
All the while #Economists and #EconomicReporters are arguing whether there is a #FinancialBubble and whether it will burst? Give me a break.
I have seen no factual & compelling reasons to believe that #GenAI adoption by business customers paying for the product have in fact gained any advantage over their non-adopter competitors. The #Hype is real. The #AIPsychosis is real. The #Chips and the *hothouses* are real. The *Brute force* attacks on specific *solvable* problems are real. But the financials simply do not make sense. All adopters and investors in GenAI are guilty of failing in their **due dilligence** obligations and will pay for it when the financial house of cards falls down.
What will it take for #AlboPM and his coterie of weaklings to wake up to this financial #PonziScheme and call a #DatacenterMoratorium ?
This substack post (apologies for linking to a #fascist platform) by Ryan Cummings, Chief of Staff for the Stanford Institute for Economic Policy Research and Jared Bernstein, former Biden CEA Chair, spell it out by the numbers in this post. A long read, but a shining light of facts in the fog of #MarketingHype.
https://econjared.substack.com/p/ai-companies-are-in-a-race-against
California and the EU Move to Rein In the Environmental Cost of AI
A global crackdown on the water and energy use of the artificial intelligence sector is picking up speed.…
#Europe #EU #AIenergyuse #AIenvironmentalimpact #artificialintelligencewateruse #Californiadatacenterlaws #datacentertransparencyrules #datacenters #EUdatacenterregulation #EuropeanUnion #GavinNewsom #hyperscalers #UNUniversityAIstudy
https://www.europesays.com/europe/148999/
The AI Data Center Boom Faces a New Reality Check
“A fraction of proposed data centers will get built. Utilities are wising up.” That was the headline on…
#NewsBeep #News #Headlines #AI #ArtificialIntelligence #datacenters #electricitydemand #Energyinfrastructure #ercot #hyperscalers #powergrid #Texas #UnitedStates #Us #USA #utilities
https://www.newsbeep.com/748997/
Broken promises, confiscated land: the hyperscale AI datacentre being built in a tiny Indian village
European Commission Announces New Energy Labels for AI
The regulatory shift: from disclosure to market discipline After the European Commission announced a common rating scheme for…
#Europe #EU #AIenergydemand #datacentres #energyefficiency #EnergyEfficiencyDirective #ESG #ESGNews #EUPolicy #EuropeanCommission #EuropeanUnion #hyperscalers #Klimado #powergrid
https://www.europesays.com/europe/146380/
Keith Klain:
“According to the governance models I saw presented, meaningful human judgment is the main assurance constraint in an agentic system.
“[If so], production should first be subordinated to the capacity for competent review. Instead, the industry is accelerating the production of code, decisions and actions while trying to automate the reviewing constraint into irrelevance.”
https://www.europesays.com/people/241227/ SoftBank issues $11.1B in large bond sale #ABBAcquisition #AIInvestment #ArmHoldings #CorporateBondSale #CreditDefaultSwaps #CreditRatings #CurrencyBonds #EuroDenominatedBonds #FitchRatings #HighYieldBonds #hyperscalers #IPOPlans #MasayoshiSon #OpenAI #SoftbankGroup #TokyoStockMarket
Oh boy: “It's a delicate tightrope the government is trying to walk — enticing tech companies to train their models here by considering scaling back Australian copyright while simultaneously advocating for more controls.”
#AI #AgenticAI #generativeAI #LLMs #AusPol #bigTech #bigUSTech #USPol #AustralianCopyright #copyright #dataCentres #hyperscalers #fakeBalance #frontierModels #AustralianCreatives #soldDownTheRiver
https://www.europesays.com/uk/1218348/ Is China’s Secret Power Advantage About To Trigger An 89% Crash In U.S. AI Stocks? #AI #ArtificialIntelligence #China #DataCenters #Electricity #Hyperscalers #LLM #PowerGeneration #Technology #UK #UnitedKingdom
Is China’s Secret Power Advantage About To Trigger An 89% Crash In U.S. AI Stocks?
The current focus of the world’s governments, business and media when it comes to artificial intelligence (AI) is…
#NewsBeep #News #US #USA #UnitedStates #UnitedStatesOfAmerica #Artificialintelligence #AI #ArtificialIntelligence #China #DataCenters #electricity #hyperscalers #LLM #PowerGeneration #Technology
https://www.newsbeep.com/us/857201/
Is China’s Secret Power Advantage About To Trigger An 89% Crash In U.S. AI Stocks?
The current focus of the world’s governments, business and media when it comes to artificial intelligence (AI) is…
#NewsBeep #News #Artificialintelligence #AI #ArtificialIntelligence #CA #Canada #China #DataCenters #electricity #hyperscalers #LLM #PowerGeneration #Technology
https://www.newsbeep.com/ca/905891/
1 Torsten Slok, chief economist at Apollo Global Management: The #credit story in #hyperscalers rests on a single consensus assumption, that operating cash flow triples from $600 billion to $2 trillion. 🧵
#AI
1 Torsten Slok, chief economist at Apollo Global Management: The #credit story in #hyperscalers rests on a single consensus assumption, that operating cash flow triples from $600 billion to $2 trillion. 🧵
#AI
Behind all the "we can't let China beat us out in the race for AI" chatter from the tech-bros & mega-corporations is them trying to prep US taxpayers for ending up on the hook - for yet another bailout when the bubble inevitably pops on all of their poor business decisions.
IF we do allow a bailout to the AI hypers to happen it would likely represent the most unjust funneling of wealth from struggling masses to the cronies of oligarchs that has ever happened in history.
Intel Considers Rejoining the Memory-Making Biz
Intel is chatting with SK Hynix, Reuters reported, to forge a deal that would see the South Korean…
#EuropeSays #Korea #KR #SK #Chips #hyperscalers #SKGroup #SKhynix #SouthKorea #Taiwan #TSMC
https://www.europesays.com/korea/157803/
Just like the Catholic church, the #hyperscalers will go to quite some length to never reduce the number of people they can count among their users for publicity purposes @mattcen
Google Invests $15 Billion on Data Center Buildout in ‘Texas of Europe’
Think of it as a different kind of data center freeze. A massive surge in AI and data…
#Europe #EU #datacenter #datacenters #Google #hyperscalers
https://www.europesays.com/europe/134681/
Goldman Sachs Sees KOSPI at 12,000 on Memory Supercycle — BigGo Finance
Goldman Sachs maintained its KOSPI target of 12,000, arguing that the memory semiconductor upcycle fueled by expanding artificial…
#EuropeSays #Korea #KR #SKHynix #CXMT #GoldmanSachs #hyperscalers #KOSPI #memorysemiconductors #SamsungElectronics #SK #SKhynix #TimothyMoe
https://www.europesays.com/korea/145409/
Samsung, SK Hynix Memory Inventories Fall Below 10 Days — ‘Supply Exhaustion’ Warning for Next Year — BigGo Finance
Samsung Electronics (005930.KS) and SK Hynix (000660.KS) have seen their memory semiconductor inventories fall below 10 days, and…
#EuropeSays #Korea #KR #SKHynix #AIinfrastructure #DRAM #HBM4 #hyperscalers #KBSecurities #KimDong-won #NAND #SamsungElectronics #SK #SKhynix #TrendForce
https://www.europesays.com/korea/145219/
Taiwan Falls Behind Korea, Japan in AI Infrastructure
Visitors examine robots on display at the 2026 Taiwan Automation Intelligence and Robot Show (TAIROS) in Taipei, Taiwan,…
#EuropeSays #Japan #JP #Economy #EconomyofJapan #GlobalAIIndex #GPUshortage #hyperscalers #Japan'seconomy #Japaneseeconomy #nuclearphase-out #SovereignAI #TaiwanAIinfrastructure #TSMCCoWoS
https://www.europesays.com/japan/84138/
Erbium: Er, 68, Lanthanide
<https://en.wikipedia.org/wiki/Erbium>
Yttrium: Y, 39, Lanthanide
<https://en.wikipedia.org/wiki/Yttrium>
“IEEE Spectrum, focuses on two rare earths in particular, #erbium and #yttrium, which are used in components for IT equipment. Exports of yttrium are down by about 75 percent this year in comparison with 2025. Yttrium was one of seven medium and heavy #RareEarth elements that China placed under mandatory licensing in its first wave of restrictions in 2025.”
#HyperScalers / #AI / #Chemistry / #elements / #IEA / #IEEE <https://www.theregister.com/systems/2026/08/28/datacenters-face-direct-hit-from-china-rare-earth-curbs-as-clock-runs-out-on-escalated-licensing-chokeoff/5293257>
Chart Shows How Free Cash Flow Has Gone From #Hyperscalers To Semiconductor Companies
https://officechai.com/ai/chart-shows-how-free-cash-flow-has-gone-from-hyperscalers-to-semiconductor-companies/
Why the global push to break free from Big Tech keeps falling short
In the book “The Rulers: Corporate Power in the Age of AI and the Cloud,” writer Cecilia Rikap examines how India, Brazil and China are taking on Big Tech companies.
“Mr Amodei met the prime minister and treasurer when they signed a memorandum of understanding between the company and the government, which included, among other things, a promise to "expand #Anthropic’s presence in #Australia".
The AI company has not publicly stated how much computing capacity it would like to obtain in Australia.
The #ABCAustralia reported in June that Anthropic wanted 5 gigawatts of new Australian computing capacity by 2030, with a longer-term goal of 20 gigawatts.
The #AustralianFinancialReview reported in July about a confidential tender sent by the #AI company to Australian #DataCentre builders asking for 1.4 #gigawatts of capacity, valued at more than $20 billion.”
“All The #HyperScalers” 🤣
Data Centre Backlash: Texas Gov. “Abbott told telling ABC's Jonathan Karl on "This Week" that the backlash stems partly from the sheer speed of the buildout, and partly from developers moving into communities without first gaining support.
"Gaining the support of people in local communities is essential," Abbott said.
"They basically dug their own grave for the problem that's been caused for them," he continued. "And that's why they got the backlash they deserve."
“Last week, Abbott told Fox News Sunday that fewer than 10% of data center companies had responded to a state request for information needed to project future power demand.”
https://www.axios.com/2026/08/23/greg-abbott-texas-data-centers-ai-backlash
Nvidia Tells Hyperscalers to Brace for 15%+ Price Hikes
Server makers building for Microsoft, Google and Oracle warn of rising costs on Nvidia AI systems as memory chip prices surge ahead of 2027 shipments
https://pulseofnations.lol/nvidia-tells-hyperscalers/
#AiServers #Blackwell #Gpu #Hyperscalers #Nvidia #Pricing #Rubin
Nvidia Tells Customers to Expect 15% Price Hikes on AI Servers
Major Nvidia customers have been notified that AI server prices will rise by more than 15%, driven by soaring memory costs, with hikes hitting Vera Rubin and Grace Blackwell systems early next year.
https://pulseofnations.lol/nvidia-tells-customers-to/
#AIChips #DataCenters #Hyperscalers #Memory #Nvidia #PriceHikes #Semiconductors
Any Silo fans out there? In season 1 there’s a tense episode in which our hero repairs a janky power generator.
Well, the few big data centres currently using off-grid power could use their own Juliette Nichols. “AI workloads cause massive power-demand spikes during computation” that leads to cracked turbines and broken engine cranks. “off-grid power at this scale is still an experiment” https://www.wsj.com/business/energy-oil/hyperscalers-off-grid-power-push-comes-with-risks-b1dca338 #datacenters #hyperscalers #artificialintelligence
2 Torsten Slok: But #datacenter #construction continued to surge as investors and #hyperscalers judged that #AI-driven returns would exceed the higher cost of #capital. 🧵
“The point is that the big money in #AI is far removed from the end product. The #chipmakers are making money hand over fist, the #energy providers are doing okay, the #hyperscalers have less to show, and the #AIcompanies are losing bucks big time.” deanbaker22.substack.com/p/the-money-...
The Money Is Still Not Showing...
“The point is that the big money in #AI is far removed from the end product. The #chipmakers are making money hand over fist, the #energy providers are doing okay, the #hyperscalers have less to show, and the #AIcompanies are losing bucks big time.” deanbaker22.substack.com/p/the-money-...
The Money Is Still Not Showing...
#bubblewatch update:
All that borrowing by #hyperscalers building out data centers has started to distort the bond market.
> AI-driven surge in bond yields could be next risk for markets and growth. https://www.reuters.com/world/asia-pacific/ai-driven-surge-bond-yields-could-be-next-risk-markets-growth-2026-08-14/
This is bad news for everyone from home buyers to traditional businesses.
NOTE: Ed Zitron called this out weeks ago…
Nvidia is now the world’s most valuable company. Wall Street is betting its AI chips can “defy the laws of finance”. But the bigger bet is on hyperscalers spending at unprecedented scale. Whether the math adds up may be the biggest wager in the global economy. Today’s Number Theory looks at the numbers.
Read on HT news app: https://www.hindustantimes.com/editors-pick/the-other-i-in-ai-cost-of-investment-number-theory-101786669047673.html
#AI #Hyperscalers #Google #Amazon #Oracle #Meta #Microsoft #DataCenters #Capex #DataViz
Beyond GPUs: As Hyperscalers Flex Their Own Chips, a New Kind of “AI Premium” Is in the Cards
https://atlas.whatip.xyz/post.php?slug=beyond-gpus-as-hyperscalers-flex-their-own-chips-a-new-kind-of-ai-premium-is-in-the-cards
<p>The post Beyond GPUs: As Hyperscalers Flex Their Own Chips, a New Kind of “AI Premium” Is in the Cards
#hyperscalers #beyond #chips #gpus
“But if #A.I. is really going to pay off, its financial benefits will have to show up on the books of its end users—not just #A.I.labs, #hyper-scalers, and #equipment #suppliers.”
RE: https://bsky.app/profile/did:plc:5zca2ola2zxpkw37w4f3wxtu/post/3msu3o7mdts2v
“But if #A.I. is really going to pay off, its financial benefits will have to show up on the books of its end users—not just #A.I.labs, #hyper-scalers, and #equipment #suppliers.”
RE: https://bsky.app/profile/did:plc:5zca2ola2zxpkw37w4f3wxtu/post/3msu3o7mdts2v
@kiwix this is absolutely insane. More people and companies needs to migrate away from #AWS as soon as possible. Currently work in progress for me at my work. Moving to #scaleway
I know of other SaaS companies in the EU that are doing the same. Anyone one else that have or is in progress of migrating away from these #hyperscalers ?
【周五直播】Hyperscalers AI爭霸戰！五大巨頭與中美 鹿死誰手? 2026-08-07
https://www.youtube.com/watch?v=L1dwOd-rpqo
The #AI #DemandBubble : “What #hyperscalers have actually done is demolish their free cash flow and purchased hundreds of billions of dollars’ worth of GPUs, TPUs, and XPUs to support a customer base dominated by two customers that are now accounting for the vast majority of their revenue growth and quite literally cannot afford to pay their bills without a near-infinite flow of venture capital investments.”
#AIbubble #WOW
You've gotta spend money to make money. Yet the AI capex spend of Microsoft has grown far more than Azure revenue it gets from OpenAI et al. My take on the latest MSFT quarterly earnings report and what we can read from between the lines (gift link):