HeyJaredPatturaja Murugaboopathy
- Indexed articles, last 90 days
- 3
- Latest publication
- Aug 4, 2026
- Outlet visibility, for yahoo.com
- Top 1K sites
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- Jul 22, 2026
Latest articles
AI data-centre race builds $1 trillion lease burden for Big Tech (opens the original)
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Aug 4 (Reuters) - Microsoft Corp, Meta Platforms Inc, Oracle Corp, Amazon and Alphabet have committed about $1.09 trillion in future payments under leases that have not yet begun, mostly for data centres needed to power the artificial intelligence boom. The commitments show that a substantial part of Big Tech's AI spending spree has already been locked in, without yet appearing as debt-like lease liabilities on company balance sheets. If demand for AI computing continues to surge, the facilit
Hyperscaler debt binge pushes yields up as investor demand cools (opens the original)
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July 29 (Reuters) - Major U.S. technology companies are borrowing heavily as they ramp up spending on their artificial intelligence buildout, and at steadily higher yields as investors become more selective about absorbing the growing supply. Amazon, Alphabet, Meta Platforms and Oracle issued about $194 billion of bonds in 2026 through July 7, up 79% from roughly $108 billion in all of 2025, according to a Reuters analysis of LSEG data. Goldman Sachs expects bond issuance by the five hyperscal
Analysis-AI investment boom puts Big Tech's free cash flow under pressure (opens the original)
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By Patturaja Murugaboopathy and Gaurav Dogra July 22 (Reuters) - U.S. hyperscalers are starting to show returns on their artificial intelligence investments, but the rising cost of the buildout is taking a bite out of their free cash flow, and investors are noticing. At their current trajectory, the so-called "hyperscalers" -- Microsoft, Alphabet, Amazon, Meta Platforms and Oracle -- are expected to spend more combined on capital expenditures than they generate in free cash flow by 2027, accord
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