TAG
#hyperscalers
Stories connected through a shared idea, actor, technology or theme.
SEMIFIVE wins a $52 million contract for a next-generation AI inference acceleratorThe accelerator will combine LPDDR6, PCIe Gen5 and large-die technologies, with tape-out targeted for the first half of 2027. Global mass production is planned for 2028, with hyperscalers and cloud providers as target customers.→Broadcom reports AI semiconductor revenue up 221% year on yearBroadcom reported Q3 fiscal 2026 AI semiconductor revenue of $16.7B, up 221% year on year and 54% quarter on quarter. It guided to $21.7B of AI semiconductor revenue in Q4, while total Q3 revenue was $29.6B.→UBS sees $4.1 trillion of hyperscaler AI infrastructure spending through 2028The forecast says Amazon, Google and Microsoft could spend about 102% of cloud revenue on capital expenditure in 2026, with Google the largest projected spender in the cited breakdown. The estimate is a forecast rather than realised spend and depends on continued AI demand, power availability and model economics.→Big Tech's AI spending has not yet broken returns on invested capitalAn Axios analysis found that Alphabet and Amazon's return on invested capital had risen, Microsoft's was broadly steady and Meta's had declined. It cautioned that off-balance-sheet obligations may make reported returns look more favourable than underlying economics.→Big Tech's AI spending has not yet broken returns on invested capitalAxios's analysis of recent results found that Alphabet and Amazon's return on invested capital has risen, Microsoft's has been broadly steady and Meta's has declined. The analysis also notes that off-balance-sheet obligations may make the picture less favourable than reported figures suggest.→