The memory semiconductor industry went from roughly $85–90 billion in revenue at its 2023 trough to a trajectory that reaches $800–850 billion by 2027. That is roughly a 9× increase in four years. No segment of the semiconductor industry has ever grown this fast at this scale. The numbers forecasted, at approximately $550–570 billion in…

The market’s reaction to Amazon’s Q4 results tells you everything about where sentiment sits today. The stock is down roughly 20% from its pre-earnings level near $239, having dropped 8% on the earnings release alone despite AWS posting its fastest growth in 13 quarters. The $200 billion capex guide, which came in $55 billion above…

We are in the early stages of one of the largest infrastructure buildouts in modern history. The construction of AI-scale computing infrastructure is reshaping the datacenter, power generation, and labor markets simultaneously and there is no sign demand is slowing. This is reflected in signed leases, committed capital expenditure, and operational facilities that are only…

While I could start with the list of the many products that were announced at Cisco Live EMEA 2026, and there were plenty, from the Silicon One G300 to the biggest-ever update to AI Defense, I want to focus my analysis around a very interesting slide that was shared in one of the many analyst…

The Number That Matters The AI infrastructure buildout is the largest capital deployment cycle in technology history. Combined hyperscaler spending exceeded $400 billion in 2025, with 2026 projections pushing toward ~$600 billion. The bubble bears point to this spending and declare it unsustainable, arguing the whole market will collapse because AI is not yet profitable.…

Apple delivered a record-breaking December quarter, posting its best revenue and earnings performance ever, driven by an exceptionally strong iPhone cycle and continued Services momentum. Revenue reached $143.8 billion (+16% YoY), with EPS of $2.84 (+19% YoY), reflecting both top-line strength and favorable margin dynamics. Performance was broad-based across geographies, with double-digit growth in most…