Edition No. 108 · Thu 8 Oct 2026 · Story 20 of 48
Hyperscalers won't stop spending until shareholders make them
Semafor
Semafor argues AI giants' spending is driving a hated rally and spreading inflation, and only shareholders can stop it.
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Next in this edition
- 21 · The Wall Street JournalTension and turnover at Bessent's Treasury
- 22 · BloombergOil shipping costs reach dizzying new highs on Hormuz snarls
- 23 · BloombergRay Dalio warns AI bubble is approaching burst point
- 24 · Heatmap$260 billion in data center projects canceled amid local opposition
- 25 · Financial TimesSpaceX seeks $40bn in debt to buy Nvidia chips
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