Tag: Hyperscalers
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Broadcom AI Revenue Tripled to $16.7 Billion. The Stock Fell Anyway.
Broadcom grew AI semiconductor revenue 221 per cent to $16.7 billion, printed a record $29.6 billion quarter and $13.7 billion of free cash flow, then fell around 5 per cent on a guidance figure seven tenths of one per cent light. Inside the grading curve the market now applies to the AI trade.
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Nvidia Q2 Earnings: The $96 Billion Quarter the Market Finally Bought
Nvidia grew revenue 106 per cent to $96.2 billion, guided $4 billion above consensus and tripled its AWS order book, then told investors margins are heading down before they head up. Inside the first Nvidia print in a year the market chose to buy.
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CoreWeave Q2 2026 Earnings: The $104 Billion Backlog and the $640 Million Interest Bill
CoreWeave doubled revenue to $2.58 billion and grew its backlog 246 per cent to $104 billion. It also paid $640 million in interest, which is what turned a profitable operation into a $626 million loss. Inside the quarter that priced the debt-funded AI model.
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Alphabet’s $205 Billion Capex: The Quarter the AI Build-Out Turned Cash Flow Negative
Alphabet beat on revenue with Cloud up 82 per cent, raised 2026 capex to as much as $205 billion, and printed its first negative free cash flow quarter of the AI era. Inside the market’s new arithmetic on the build-out.
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TSMC Q2 2026 Earnings: The Bill for Proving the AI Build-Out Is Real
Khan Capitals | July 2026 Key Takeaways Part of: The AI Infrastructure Supercycle – Khan Capital’s hub on the AI infrastructure build-out. A Quarter That Beat Its Own Ceiling There is a particular kind of quarterly result that tells you less about the company reporting it than about the industry standing behind it. The TSMC…
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Samsung Q2 Earnings: The ₩89 Trillion Quarter the Market Sold
Samsung guided to a record ₩89.4 trillion quarter, out-earning Nvidia and Apple, and fell 7 per cent. Why the AI trade now sells record beats, and what decides whether the memory supercycle holds.
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Meta’s AI Cloud Pivot: The Week the Supply Premise Cracked
Meta is building a cloud business to sell excess AI compute, and OpenAI just halved inference costs. Why the semiconductor complex suffered its sharpest two-day fall since March 2025, and what survives the shift from scarcity to utilisation.
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Micron’s Record Quarter and the AI Memory Supercycle
Khan Capitals | June 2026 Key Takeaways Part of: The AI Infrastructure Supercycle – Khan Capital’s hub on the AI infrastructure build-out. A Quarter Without Precedent in Memory Memory has always been the least loved corner of the semiconductor industry. It is the part of the business that booms and busts on a roughly two-year…
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NVIDIA’s SK hynix HBM Deal: Locking Up the AI Supercycle’s Scarcest Input
Khan Capitals | June 2026 Key Takeaways Part of: The AI Infrastructure Supercycle – Khan Capital’s hub on the AI infrastructure build-out. The NVIDIA SK hynix Memory Deal: A Partnership Built Around Scarcity The NVIDIA SK hynix memory deal announced on 7 June 2026 reads, at first glance, like a routine deepening of a supplier…
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Oracle’s $638 Billion Cloud Backlog: What the RPO Surge Really Means
Khan Capitals | June 2026 Key Takeaways Part of: The AI Infrastructure Supercycle – Khan Capital’s hub on the AI infrastructure build-out. A Record Quarter the Market Sold Oracle closed its fiscal 2026 on 10 June with a set of results that, on the surface, read like an unambiguous triumph. Total quarterly revenue rose 21…