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TEXXR Analysis

Aug 11, 2026

The Asterisk on Meta’s Nearly $30B Hyperion Deal

Meta’s reported Hyperion package would put nearly $30 billion of AI-campus financing into a special-purpose structure. The proposal would add project finance al...

Aug 11, 2026

CoreWeave’s $14.2B and $21B Meta Deals Don’t Yet Reconcile

CoreWeave sought about $8.5 billion against a Meta contract worth up to $14.2 billion. Six weeks later, CNBC reported an additional $21 billion Meta commitment ...

Aug 9, 2026

Amazon’s 7.65 GW Cloud Gets a Texas Address

Amazon is investing in a proposed 7.65 GW gas plant for an off-grid Texas AI campus that could become the largest single U.S. emissions source. AWS is also mixi...

Aug 9, 2026

Amazon’s 7.65 GW Gas Bet Shows What AI Requires

Amazon backed 7.65 GW of gas generation for one Texas AI campus as SpaceX assigned $15.8 billion of quarterly capex to AI and SK Hynix committed $38 billion to ...

Aug 8, 2026

Meta’s 2,600 MW Contract Separates Demand From Delivery

Meta’s 20-year agreement for more than 2,600 MW from three Vistra nuclear plants is a more durable demand signal than a headline capacity target. Microsoft’s 20...

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2018-09-14

Stratechery 12 related

iPhones are the closest thing to a hardware annuity stream tech has ever seen, as they're a known quantity, dependable, and nearly all users will buy again

@stratechery https://stratechery.com/... Steven Sinofsky / @stevesi : The iPhone Franchise http://stratechery.com/... @stratechery // Smart. Interesting to consider the iPhone annuity stream relative ...

2018-09-14 View

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iPhones are the closest thing to a hardware annuity stream tech has ever seen, as they're a known quantity, dependable, and nearly all users will buy again

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