#hyperscalers

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#cloud-computing #ai-adoption #data-sovereignty #ai-bubble #corporate-investment #ai-investment
Artificial intelligence
fromFortune
1 day ago

Is the AI bubble about to burst? There's increasing evidence that it might be | Fortune

AI adoption signals and investor sentiment point to rising risk of an AI valuation bubble if corporations reduce large-scale AI investment.
Artificial intelligence
fromFortune
5 days ago

When AI's 'inevitable slowdown' comes it could tank the S&P 500 by up to 20%, Goldman Sachs says

A major slowdown in hyperscaler AI capex could cut the S&P 500 valuation multiple by up to 20%, though current valuations remain below bubble peaks.
Artificial intelligence
fromTheregister
1 week ago

Goldman Sachs warns AI bubble could burst datacenter boom

AI-driven datacenter demand will surge 50% by 2027 and sector energy use will double by 2030, though AI adoption may underperform current expectations.
fromInfoWorld
1 week ago

Overseas enterprises and US sovereign clouds

In recent years, the global conversation around cloud computing has shifted from a focus on technology to geopolitics. Data sovereignty, privacy, and control are now top concerns for enterprises outside the United States-especially across Europe, the UK, Asia, and Africa. Regulations and shifting political winds are prompting companies to reassess the risks of storing their data in the hands of foreign-most notably, American-companies.
EU data protection
#cloud-computing
European startups
fromInfoWorld
4 months ago

Breaking the cloud monopoly

Enterprises are moving away from hyperscalers as they seek more control over data and cost management, diversifying platforms for AI applications.
European startups
fromTheregister
4 months ago

Europe's cloud customers eyeing exit from US hyperscalers

European customers are increasingly considering alternatives to US hyperscalers due to geopolitical concerns and shifting attitudes towards data sovereignty.
more#cloud-computing
Artificial intelligence
fromInfoWorld
2 months ago

Sovereign clouds in the age of cost control and AI

Sovereign clouds offer a viable alternative for enterprises seeking control, cost transparency, and efficiency without relying on hyperscalers.
Artificial intelligence
fromTheregister
2 months ago

Germany asks if US hyperscalers hold keys to AI kingdom

Three American hyperscalers dominate AI by controlling essential compute infrastructure and data access, raising concerns about competition in the market.
Artificial intelligence
fromIT Pro
2 months ago

Global cloud spending might be booming, but AWS is trailing Microsoft and Google

Cloud infrastructure spending surged to $90.9 billion in Q1 2025, fueled by AI adoption.
Hyperscalers are investing in AI infrastructure to optimize costs related to inference.
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