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Browsing Tag

excess capacity

3 posts
AArtificial intelligence
Meta's data center plans could help solve its AI spending problems
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Meta’s data center plans could help solve its AI spending problems

  • July 17, 2026
Meta (META) stock has slid about 4% over the past year amid concerns about its massive AI data…
AArtificial intelligence
Morgan Stanley Destroys Bear Case Against Nebius. Proves The 35% Plunge Was a Huge Mistake
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Morgan Stanley Destroys Bear Case Against Nebius. Proves The 35% Plunge Was a Huge Mistake

  • July 15, 2026
Quick Read Morgan Stanley projects hyperscaler compute capacity to nearly quadruple from 31 to 117 gigawatts by 2028,…
AArtificial intelligence
Meta building cloud business to sell excess AI capacity, Bloomberg News reports
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Meta building cloud business to sell excess AI capacity, Bloomberg News reports

  • July 1, 2026
July 1 (Reuters) – Meta Platforms is building a cloud business to sell excess AI computing capacity, Bloomberg…
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