Ryo Tanaka
Ryo reports on the technology sector's largest names and the AI infrastructure buildout, covering capital spending, semiconductors, and cloud demand.
Articles by Ryo Tanaka
AI Infrastructure Faces a Same-Day Stress Test: CoreWeave and Supermicro Report as Intel Upsizes Share Sale
Tuesday packs a referendum on the AI capital-spending boom into a single session, with two closely watched earnings reports after the bell and a $20 billion Intel stock offering.
The $700 Billion Question: Big Tech's AI Capex Arms Race Keeps Escalating
Combined 2026 spending plans across Microsoft, Amazon, Alphabet and Meta have swelled toward $700 billion, and each earnings season resets the bar higher. Investors are still funding the buildout — but they are asking harder questions about when the payoff arrives.
'Chipflation' Grips the Memory Market, and Even the Industry's Bosses Are Uneasy
Memory prices are at levels one industry chairman calls 'abnormally high,' Sandisk drew a $1,600 price target, and Micron sits well below its June peak. The AI-driven memory squeeze is minting profits — and new anxieties — across the chip complex.