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NVIDIA Posts $81.6 Billion Quarter And Splits Into Two Reporting Platforms
Q1 FY2027 results, Data Center and Edge Computing reclassification, networking revenue surge, Hyperscale and ACIE segmentation, China compute guidance…
23 hrs ago
21
Amazon And Meta's $335B Q1: The Free Cash Flow Inflection
How Amazon's silicon pivot and Meta's payroll-for-compute swap made cost structure the second deciding variable in AI infrastructure leadership
May 14
19
1
Amazon Q1 FY2026: The Silicon Pivot Behind $200B in Capex
How a $20B Chip Business, $364B AWS Backlog, and Collapsing Free Cash Flow Are Reframing AWS as an Industrial Infrastructure Platform
May 13
2
Meta Q1 2026: The $145B Reset and the Repricing of Free Cash Flow
How Component Inflation, $107B in Locked Commitments, and the Compute-vs-Payroll Tradeoff Are Reshaping Meta's Capital Structure
May 13
1
Microsoft And Alphabet's $375B Q1: The AI Capex Industrial Phase
How Microsoft's $190B plan and Alphabet's zero buybacks made capital structure the deciding variable in AI infrastructure leadership
May 8
32
1
2
Microsoft Q3 FY2026: The $190B Capex Plan That Repriced AI
How Component Inflation, OpenAI Restructuring, and Gigawatt-Scale Buildout Are Reshaping Microsoft's AI Economics
May 7
2
Alphabet's $190B Reset: Buybacks Pause as Power Becomes the Constraint
Q1 2026 Marks the Capital Allocation Inflection from Cash Returns to Grid Integration
May 7
2
Meta’s $135B Capex Signal: Ads Are Becoming an Infrastructure Product
How AI, Power, and Gigawatt-Scale Compute Are Transforming Advertising into a Capital-Intensive Infrastructure Business
Feb 25
20
2
Amazon Q4 2025 Earnings: The $200B Infrastructure Mandate
Inside AWS Reacceleration, 4GW Capacity Expansion, and the Strategic Bet on Vertical AI Infrastructure
Feb 24
21
Microsoft Q2 FY2026: The $37.5B Infrastructure Surge That Repriced Azure
How Capital Intensity, Power Constraints, and Depreciation Are Reshaping Microsoft’s AI Economics
Feb 18
21
1
Alphabet Inc. Q4 2025 Earnings: The $270B Infrastructure Reset
How $175–185B in 2026 CapEx Redefines AI Leadership Around Power, Silicon, and Scale
Feb 17
16
2
Equinix Q3 2025: The $394 Million Quarter That Signals the AI Interconnection Supercycle
Record bookings, a 50 % EBITDA margin, and 900 MW of new capacity show how Equinix is quietly becoming the connective tissue of the global AI economy.
Nov 18, 2025
3
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