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2026-08-27
Nvidia CFO says about half of its data center business comes from customers beyond hyperscalers - Fortune
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fortune.com 2026-08-27
2026-08-27
SPCX Stock Rises Overnight: Analyst Says Nvidia’s Results Reveal SpaceX’s Growing Hyperscaler Status - TradingView
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news.google.com 2026-08-27
2026-08-27
Nvidia's non-hyperscaler customers can fuel AI investment, says Bernstein's Stacy Rasgon - CNBC
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www.cnbc.com 2026-08-27
2026-08-26
68% of AI Hyperscaler CapEx Could Go to Memory in 2027: Why Micron Matters - Benzinga
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www.benzinga.com 2026-08-26
2026-08-26
SiFive unveils BigSky RISC-V development server, wins hyperscaler customers - 디지털투데이
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www.digitaltoday.co.kr 2026-08-26
2026-08-25
Nvidia’s dependence on hyperscalers faces big test in earnings report - CNBC
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www.cnbc.com 2026-08-25
2026-08-25
Nvidia Earnings: Hyperscaler Spending Could Set Up a Big Q2 Surprise - NVIDIA (NASDAQ:NVDA) - Benzinga
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www.benzinga.com 2026-08-25
2026-08-23
Nvidia Warns Hyperscalers Its AI Server Prices Are Jumping More Than 15% - Startup Fortune
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startupfortune.com 2026-08-23
2026-08-20
Hanwha Asset Management: "Hyperscalers to Become Long-Term Defensive Plays… Watch HBM ETFs" - finance.biggo.com
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finance.biggo.com 2026-08-20
2026-08-17
Chinese hedge funds rotate out of Nvidia and US hyperscalers in AI trade - South China Morning Post
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www.scmp.com 2026-08-17
Chinese hedge funds are shifting their overseas investment strategies, reducing positions in major US hyperscalers such as NVIDIA, Meta, and Amazon, while increasing investments in hardware manufacturers along the AI supply chain. This shift reflects a maturation of the AI investment narrative, movi
Hedge FundsNVIDIAArtificial IntelligenceOverseas InvestmentSemiconductorChipTechnology StocksMarket Dynamics
2026-08-13
Nvidia and the Hyperscalers High Stakes Poker Game - UncoverAlpha
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www.uncoveralpha.com 2026-08-13
2026-08-12
4 Semiconductor Stocks to Buy Amid Top Hyperscalers' $745B AI CapEx Bet - finance.yahoo.com
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finance.yahoo.com 2026-08-12
2026-08-06
The Hyperscaler Guarantee Keeps Me Buying Nvidia Before Aug. 26 Earnings - 24/7 Wall St.
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247wallst.com 2026-08-06
2026-08-06
Broadcom (NASDAQ: AVGO) Captures The Hyperscaler AI Capex That Bypasses Nvidia (NASDAQ: NVDA) - foreignpolicyjournal.com
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www.foreignpolicyjournal.com 2026-08-06
2026-08-05
Frore claims its LiquidJet can drop Nvidia Rubin GPU temperatures by 10°C — can also boost performance by 15% as hyperscalers eye using delidded GPUs in production environments - Tom's Hardware
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www.tomshardware.com 2026-08-05
2026-08-05
I'm Buying Broadcom Because It Sucks Up The Hyperscaler AI Capex That Doesn't Go To Nvidia - 247wallst.com
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247wallst.com 2026-08-05
2026-08-05
AMD leans on Helios and hyperscaler deals to press its case against Nvidia in AI chips
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digitimes.com 2026-08-05
2026-08-04
Big Tech's $1.2 Trillion Hyperscaler AI Bet Could Ignite the Next Semiconductor ETF Rally - TradingView
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www.tradingview.com 2026-08-04
2026-08-04
Hyperscaler $1.2T AI Capex Bet Could Drive Next Semiconductor ETF Rally - VanEck Semiconductor ETF (NASDA - Benzinga
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www.benzinga.com 2026-08-04
2026-07-30
The Hyperscaler Prisoner’s Dilemma: Why I Keep Buying Nvidia - Yahoo Finance
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finance.yahoo.com 2026-07-30