Hyperscalers

5 articles tagged with this topic

FTC issues formal subpoenas to six AI employers as no-poach probe shifts from inquiry to investigation

The Federal Trade Commission served civil investigative demands Friday on six of the largest U.S. AI employers, formalizing a labor-market probe and signaling that Washington's post-moratorium scrutiny of the industry will shift to antitrust ground.

5 min read

AI Talent War Reignites as Hyperscalers Dangle Record Pay Packages for Frontier Researchers

Compensation packages for senior AI researchers have surged past $20 million a year at several U.S. hyperscalers, recruiters and pay consultants say, as the collapse of the federal training moratorium and a record capex cycle reopen a hiring race that had cooled.

5 min read

Microsoft tops estimates as Azure AI revenue jumps 41 percent, signaling capex truce holds

Redmond beat on the top and bottom line and raised full-year data center spending to $96 billion, easing investor fears that the moratorium fight and state pushback would slow AI buildouts.

5 min read

Hyperscaler capex guidance blows past $200 billion as megacap earnings shrug off moratorium scare

Microsoft, Alphabet and Meta Platforms collectively guided to more than $215 billion in 2026 data-center capital spending this week, raising their pre-war commitments and signaling that the failed federal moratorium has done little to slow the buildout.

4 min read

AI Industry Reels as Senate Moratorium Vote Triggers Trading Halts and Emergency Board Calls

Hyperscalers and frontier-model labs scrambled Tuesday after the Senate's 52-48 passage of the AI moratorium, with NVIDIA briefly halted for volatility and at least four major AI firms convening emergency board calls before the closing bell.

6 min read