hyperscaler

Attention over time

7-day rolling share of analyzed posts/comments mentioning this entity · 90 daily points ending 2026-10-11

Final complete day: 2026-10-11. Attention was 0.1% — this entity appeared in 20 of 20,452 analyzed posts/comments in the seven days ending that day (26 mentions).

Each point is a seven-day rolling window of complete UTC days; a point is comparable only when at least 100 analyzed posts or comments fall inside it. A day with no analyzed records counts as zero; missing coverage is marked and never shown as zero. The series ends at the latest complete analyzed day — it never extends into the current incomplete day. How attention is measured.

Recent mentions

1. 2026-10-11 05:49 UTCComment

   The hyperscalers are all investors in OPENAI and Anthropic and have information/board rights to see profitability and growth trajectory to inform their investing.

2. 2026-10-11 01:35 UTCComment

   Demand won't drop for a while, not at least till the end of 2027. Hyperscalers are in an AI arms race at the moment

3. 2026-10-10 22:49 UTCComment

   I mean I kind of agree with you, but you forgot the third scenario that people are afraid of. 3. AI is an unsustainable bubble and when the impossible profitability of OpenAI, Anthropic and the rest will be revealed, not only will investments shrink back to pre-AI scenarios, the shock will scare any hyperscaler off any big hardware investments in the next decade or two. (Kind of the "God isn't real but the devil is" Scenario) I haven't believed that scenario for quite a while, but imo it seems to be the most plausible explanation for why memory like micron is being priced this ridiculously low. Conventional cyclicality is a completely unrealistic scenario at this point, considering the numbers and outlooks we've seen during the last few months from almost all major semi players. So if people still don't want to buy at these prices, there probably is a more fundamental fear behind it.

4. 2026-10-10 13:34 UTCComment

   Nvidia will never be bankrupt but maybe go down 80% once every hyperscaler stops spending 200B per year on chips

5. 2026-10-09 11:58 UTCComment

   This. People think a company with a great product is a great investment. These guys litterally spend $3 to give you a product you pay $1 for.... Of course you're going to love their products, it's actually a side effect of them having a disastrous business model where they give you more value than you should get if they weren't getting dozens of billions from VCs and hyperscalers to keep the circle jerk going.