tech-industry
حسب الانحياز · 2 takes across the edition
Tom's Hardware · United States · Big Four hyperscaler capex set to hit ~$725bn in 2026, up 77%
Puts the combined 2026 figure at ~$725bn, up 77% from $410bn, and relays an analyst dismissing the bubble thesis as 'garbage', the bull case against bursting-bubble warnings.
“Big Tech capex to hit $725 billion in 2026, up 77% from last year; analyst calls the bear thesis 'garbage.'”
Tom's Hardware · United States · Nvidia restarts China sales: H200 cleared with a 25% US cut, flow still thin
Details preparations to ship ~82,000 H200 GPUs to China with a 25% US tax on sales, capturing how the revenue-sharing condition blurs the export-control line.
“Nvidia prepares ~82,000 H200 GPUs for China; H200 shipments with a 25% tax to begin as restrictions loosen.”