#ai-hyperscalers

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Tech industry
fromFortune
3 weeks ago

AI hyperscalers have room for 'elevated debt issuance' - even after their recent bond binge, BofA says | Fortune

Major AI hyperscalers’ cash flow growth outpaces debt, lowering debt-to-cash ratios and enabling more bond issuance; Oracle remains an outlier with negative free cash flow.
Business
fromFortune
1 month ago

Despite AI bubble fears, Warren Buffett's Berkshire Hathaway loads up on shares of hyperscaler Alphabet amid huge rally | Fortune

Berkshire Hathaway purchased 17.8 million Alphabet shares (~$4.3 billion) in Q3, increasing exposure to AI hyperscalers while maintaining Amazon holdings.
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