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All articles →Who Actually Pays for AI? Inside the $700 Billion Hyperscaler Capex Wave
Amazon, Microsoft, Alphabet, and Meta have guided to roughly $700 billion of 2026 capital expenditure — nearly $2 billion a day. Where the money comes from, whose revenue it lands in, what it is doing to free cash flow, the contracted demand behind it, and what a crack would look like.
The 2026 Memory Supercycle, Explained: Why RAM Prices Exploded and What the Earnings Tape Shows
DRAM contract prices rose 90–95% in a single quarter and every major memory maker printed record results. A deep dive into the AI-driven memory shortage: the HBM mechanism behind it, the hyperscalers paying for it, the history of memory busts — and what would end it.
Alphabet Inc. Class A
Amazon.com Inc.
Apple Inc.
ASML Holding N.V.
Broadcom Inc.
Duolingo, Inc.
Meta Platforms Inc.
Micron Technology, Inc.
Microsoft Corporation
Netflix Inc.
NVIDIA Corporation
Reddit Inc.
Space Exploration Technologies Corp. Class A Common Stock
Tesla Inc.
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