Cisco’s AI revenue forecast ignores fundamental capital constraints
The latest pronouncements from Cisco Systems read like a prospectus written by an overly optimistic venture capitalist.
By Klaus Berger ·
lseg — Lorien Times
AI boom: Private capital, not Capitol Hill, drives spending
The headlines today read like something out of a sci-fi novel—AI compute power is scarce, demand is astronomical, and private companies are spending billions just to keep the lights on.
By Grant Colby ·
CoreWeave’s $104 billion backlog demands energy from the global south
The numbers are staggering, almost mythological in their sheer scale. CoreWeave’s Q2 revenue hit $2.58 billion, more than doubling from last year and fueling a massive 13% jump on August 11th.
By Sophie Naimi ·
Why Amazon (AMZN) Stock Is Jumping 10% Despite a Massive AI Capex Hike
When I read the reports detailing Amazon’s latest financial performance, one is struck by the sheer scale of it all. $220 billion.
By Caroline Ashford ·
Apple revenue, profits beat expectations on iPhone sales but services miss targets
The kind of quarterly report that makes Wall Street gasp and then immediately start calculating the next round of speculative bets is Apple’s.
By Grant Colby ·
Meta cash flow craters as Zuckerberg's AI spending spree accelerates
The numbers, always the cold language of power, tell a story far removed from progress.
By Sophie Naimi ·