tech-industry

立場別 · 3 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.'”

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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.”

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Tom's Hardware · United States · Oracle discloses 21,000 job cuts in its annual filing as AI agents replace database and engineering roles

Reports Oracle's statement that layoffs will continue as internal AI deployment grows, and that solution-engineering work previously taking six weeks is now completed in six hours. Notes Oracle reported strong cloud revenue and beat Q3 estimates, so the cuts are strategic rather than financial, redirecting labour costs into AI infrastructure capex.

“Oracle says AI agents now handle 94% of database admin tasks, and layoffs will continue as internal AI deployment grows.”

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