devtake.dev — #hyperscalerArticles tagged hyperscaler on devtake.dev.https://devtake.dev/en-usApple dropped its 7-year 'net cash neutral' policy. Ternus is freeing up the balance sheet for AI.https://devtake.dev/article/apple-ternus-power-on-invest-cash-differently/https://devtake.dev/article/apple-ternus-power-on-invest-cash-differently/Mark Gurman's May 3 Power On reads Apple's quiet capital-allocation shift as cover for John Ternus to spend more on AI infrastructure and acquisitions, less on buybacks.Tue, 05 May 2026 09:45:00 GMTappleapplejohn-ternustim-cookmark-gurmanai-infrastructureai-chipshyperscalercapital-allocationnaomi-parkHyperscalers are on track to spend $700B on AI infrastructure in 2026https://devtake.dev/article/hyperscaler-700b-ai-capex-2026/https://devtake.dev/article/hyperscaler-700b-ai-capex-2026/Big-tech AI capex is projected at $700B in 2026, up from $410B in 2025. Microsoft alone guided $190B. Wall Street is split: Meta got punished for the spend, Alphabet rallied.Fri, 01 May 2026 10:45:00 GMTaiai-infrastructureinfrastructuredata-centershyperscalermicrosoftalphabetmetaai-chipsdieter-morelli