Dossier
Hyperscaler
Coverage of Hyperscaler in the Nexus archive.
- AI: like a debt machine
Credit and rates markets are reacting negatively, or reeling, due to the constant increase in issuance of debt by hyperscaler companies. This financial trend is discussed alongside a comparison that characterizes AI as being like a 'debt machine'.
- Qualcomm teases ‘dedicated CPU for agentic experiences’ and ‘agentic smartphones’
Qualcomm has entered the custom hyperscale silicon market by developing secret silicon for an un-named hyperscaler. The company is focusing on 'agentic experiences' and 'agentic smartphones,' signaling a shift toward AI-driven hardware for datacenter and mobile applications.