AI Research & Implementation

Nebius's explosive revenue masks capital intensity, depreciation risk, and the gap between contracted capacity and operating reality

By KAPUALabs

/ 15 Aug 2026

Record 346% revenue growth, $100B in HBM contracts, and 81% margins collide with 2028 supply normalization risks

By KAPUALabs

/ 15 Aug 2026

How SK Hynix's record earnings collided with a 48% drawdown — and what it reveals about AI-memory valuations

By KAPUALabs

/ 15 Aug 2026

The satellite operator's post-IPO struggle mirrors a broader reckoning for capital-intensive disruptors

By KAPUALabs

/ 15 Aug 2026

Examining 50% revenue growth, 107% data-center expansion, and the margin and ecosystem gap AMD must close

By KAPUALabs

/ 15 Aug 2026

How Meta's shift from ad-funded network to hyperscale compute provider could reshape the AI infrastructure market and disrupt the neocloud ecosystem.

By KAPUALabs

/ 18 Jul 2026

Why Meta's 14 GW infrastructure bet could dominate tech—or saddle it with debt on obsolete hardware.

By KAPUALabs

/ 17 Jul 2026

As TikTok, Kick, and blockbuster games fragment user time, Meta's ambitious open-source and hardware integration strategy faces its toughest test.

By KAPUALabs

/ 17 Jul 2026

How a multi-year GPU deal and software collaboration mark a structural shift away from single-vendor dependency in AI infrastructure.

By KAPUALabs

/ 17 Jul 2026

A $100B+ capex cycle hinges on whether AI infrastructure generates real revenue or hidden losses.

By KAPUALabs

/ 17 Jul 2026

Why Meta’s direct energy procurement could secure its AI future, or saddle it with stranded assets if demand falters.

By KAPUALabs

/ 17 Jul 2026

From custom 2nm silicon and 14 GW data centers to a $10B cloud push, inside the social giant's AI infrastructure overhaul.

By KAPUALabs

/ 17 Jul 2026