AI is clearly accelerating demand for cloud computing, but not in the way many expected. Is the biggest story right now about software innovation? No. It’s about the extraordinary amount of capital flowing into the physical infrastructure needed to support AI at scale. Chips, networking gear, power systems, and massive data centers are becoming the strategic center of gravity for the cloud market as providers race to support model training and inference workloads.
The numbers are hard to ignore. US technology companies, including Alphabet, Amazon, Meta, and Microsoft, are expected to spend about $650 billion on AI-related infrastructure in 2026, up from roughly $410 billion in 2025, according to analysis cited by Reuters. That kind of growth tells us something important. AI is not just another software wave that sits neatly atop the existing cloud stack. It is forcing a redesign of the stack itself.
That redesign reaches deep into the networking and data movement. Nvidia recently annou
Nvidia's reliance on hyperscalers and non-cancellable commitments could lead to significant financial strain if demand falters.
The post Michael Burry warns Nvidia faces risks from distorted demand among limited buyers appeared first on Crypto Briefing.
Nvidia's reliance on hyperscalers and non-cancellable commitments could lead to significant financial strain if demand falters.
The post Michael Burry warns Nvidia faces risks from distorted demand and a looming bullwhip effect appeared first on Crypto Briefing.
Hyperscalers' AI hardware investments hinge on bond market conditions, potentially driving innovation in custom silicon and supplier diversification.
The post Nvidia says hyperscalers will keep spending on AI hardware as long as the bond market cooperates appeared first on Crypto Briefing.
$2.59 Trillion in AI Spending Dominated by Vendors and Hyperscalers, with Enterprises Yet to Flex Spending Potential. STAMFORD, Conn., May 19, 2026 — Worldwide spending on AI is forecast to total […]
The post Gartner Forecasts Worldwide AI Spending to Grow 47% in 2026 appeared first on AIwire.
The post Best Bitcoin (BTC) Days: Holidays Outshine Weekdays, Study Shows appeared on BitcoinEthereumNews.com.
Lawrence Jengar
May 14, 2026 06:39
CoinGecko’s analysis of Bitcoin returns reveals US holidays deliver 4x higher next-day gains than non-holidays. Mondays and New Year’s Day also outperform.
A 13-year study by CoinGecko reveals a surprising trend: Bitcoin (BTC) purchases made on U.S. federal holidays deliver significantly higher next-day returns than any other days on the calendar. The analysis, covering 4,753 days from 2013 to 2026, found that U.S. holidays averaged a +0.77% return the following day, four times higher than the +0.19% baseline for non-holidays. Holidays like New Year’s Day, Columbus Day, and Christmas showed particularly strong next-day performance, with New Year’s Day leading the pack at an average +2.01% return and an 84.6% win rate (positive next-day performance in 11 of 13 years). This outperformance could be tied to broader market dynami
Private-credit firms may face increased financial strain as declining yields and potential higher defaults challenge their profitability.
The post Private-credit firms report decline in returns amid Fed rate cuts appeared first on Crypto Briefing.
