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2026-05-11All stories Headlines Search Latest

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Hyperscalers

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2026-05-11

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Stylised visual of a neural-network graph overlaid on stock-market candlestick charts and rising line graphs — illustrative imagery for Newsorga's May 2026 analysis of whether artificial-intelligence company valuations including OpenAI's $852 billion mark, Anthropic's $380 billion mark and the $650-700 billion of combined 2026 hyperscaler capex from Microsoft, Alphabet, Amazon and Meta are justified by the underlying AI revenue base or whether equity markets are repeating the 1999-2000 dotcom mispricing.

Markets

AI valuations: bubble debate sharpens as $650bn of capex meets $50-70bn AI revenue

2026-05-1114 min read