Store Running Low On Gaming PCs Begs People To Sell Rigs
AI hyperscalers buying large quantities of PC components have driven up prices and caused shortages, prompting retailers to buy used PCs from customers.
AI hyperscalers have room for 'elevated debt issuance' - even after their recent bond binge, BofA says | Fortune
Major AI hyperscalers’ cash flow growth outpaces debt, lowering debt-to-cash ratios and enabling more bond issuance; Oracle remains an outlier with negative free cash flow.
Despite AI bubble fears, Warren Buffett's Berkshire Hathaway loads up on shares of hyperscaler Alphabet amid huge rally | Fortune
Berkshire Hathaway purchased 17.8 million Alphabet shares (~$4.3 billion) in Q3, increasing exposure to AI hyperscalers while maintaining Amazon holdings.