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In its latest annual filing, Oracle warned that tens of billions in AI infrastructure capex could strand capacity, default on customer bills, and leave hyperscalers holding the bag. PLDT, Globe, and Ayala are borrowing heavily to chase the same boom - from a country that still cannot keep the lights on reliably.
The Wall Street Journal reports that Anthropic is pacing toward its first profitable quarter on a non-GAAP basis, projecting billions in revenue. However, a deeper dive into recent tech financial reports reveals a "comically codependent" accounting loop: hyperscalers are pumping massive capital into AI labs, marking up their own private equity stakes to book billions in "other income," and watching that exact same cash cycle straight back into their cloud infrastructure buckets as compute fees.