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Tag: hyperscaler

Tomasz Tunguz: Circular Financing: Does Nvidia’s $110B Bet Echo the Telecom Bubble?

Oct 3, 2025

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by

Kurt Seifried

in Uncategorized

Source URL: https://www.tomtunguz.com/nvidia_nortel_vendor_financing_comparison/ Source: Tomasz Tunguz Title: Circular Financing: Does Nvidia’s $110B Bet Echo the Telecom Bubble? Feedly Summary: When Nvidia announced a $100 billion investment commitment to OpenAI1 in September 2025 , analysts immediately drew comparisons to the telecom bubble. The concern : is this vendor financing , where a supplier lends money to…
The Register: Google unmasks itself as mystery hyperscaler behind £3.75B UK datacenter

Sep 16, 2025

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by

Kurt Seifried

in Uncategorized

Source URL: https://www.theregister.com/2025/09/16/google_hertfordshire_datacenter/ Source: The Register Title: Google unmasks itself as mystery hyperscaler behind £3.75B UK datacenter Feedly Summary: Tech giant confirms facility next to the M25 is its latest AI-fueled server farm Google today confirmed it is the mystery hyperscaler behind one of Europe’s largest datacenter campuses as it cut the ribbon on a…