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Amazon Drops After AWS Growth Misses Whisper Estimates As Capex Soars
Amazon Drops After AWS Growth Misses Whisper Estimates As Capex Soars
In our preview of Amazon's earnings, we summarized sentiment as "Bullish, But Concerns Remain" with JPM noting that client "conversations were heavily AWS-skewed with investor focus on degree of acceleration and cloud $ re-capture driven by core workloads, AI, & new partnerships. Still, some concerns remain on broader AI positioning/strategy, Trainium traction, & gap to Azure/Google Cloud growth. Strong Stores execution expected, with N. America margin expansion. But higher fuel costs raise questions on consumer demand & operating margins." They...
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Apr 21, 2026 / Tyler Durden
Texas Electricity Demand Could Quadruple Due To Soaring Data Center Demand: ERCOT
Texas Electricity Demand Could Quadruple Due To Soaring Data Center Demand: ERCOT
Peak demand in the Electric Reliability Council of Texas (ERCOT) territory could more than quadruple to 367,790 MW by 2032, driven primarily by data centers as well as other large load customers, the grid operator said in a preliminary forecast published Wednesday and noted by Utility Dive.
Source: ERCOT
ERCOT, which serves most of Texas, set its current peak demand record of 85,508 MW in August 2023.
The forecast is based on ERCOT’s economic forecasts as well as information provided by utilities working...
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Jun 2, 2026 / Tyler Durden
Do We Really Believe In Freedom?
Do We Really Believe In Freedom?
Authored by Mollie Engelhart via The Epoch Times,
Do we really believe in freedom?
Or do we only believe in freedom when it applies to people who agree with us?
Do we trust people we fundamentally disagree with to remain free citizens?
Or do we believe they must be controlled through laws, censorship, surveillance, or social pressure because they are too dangerous to be trusted with liberty?
That question sits at the center of what I am most interested in during this moment in history, the 250th...
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Feb 27, 2026 / Tyler Durden
AI Takeover Complete: Data Center Construction Surpasses Office Construction For The First Time
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