Registration
 
All news
Top Stories
Editors' Picks
Stocks
Crypto
Economics
Currencies
Commodities
Market Voices
Companies
Elena Nikulina
Elena Nikulina

Jeroen Blokland: Hyperscalers see negative free cash flows as semiconductor firms surge

Jeroen Blokland: Hyperscalers see negative free cash flows as semiconductor firms surge
Hyperscalers face cash flow drop as AI spending grows

Jeroen Blokland points out that hyperscalers are experiencing negative free cash flows, contrasting with significant gains in free cash flows for semiconductor companies.

He explains that the intensifying competition in artificial intelligence is compelling hyperscalers to increase spending, while suppliers of limited compute resources are benefiting financially.

Blokland has recently commented on broader economic policy and investment trends. He reported that the Federal Reserve kept rates unchanged, with half of FOMC members expecting a rate hike later this year, according to one of his earlier articles. In a separate note, Blokland suggested that lowering investment taxes in the Netherlands could generate billions for households and the treasury, as detailed here.

This material may contain third-party opinions, none of the data and information on this webpage constitutes investment advice according to our Disclaimer. While we adhere to strict Editorial Integrity, this post may contain references to products from our partners.

Editor's Picks for You

Lean Ethereum: Why Buterin wants to rebuild the network
  • By Pavlo Kot
  • 4 hours ago
Lean Ethereum: Why Buterin wants to rebuild the network
Editors' Picks
SK Hynix debuts on Nasdaq: Largest U.S. offering by foreign company
  • By Mikhail Vnuchkov
  • Yesterday
SK Hynix debuts on Nasdaq: Largest U.S. offering by foreign company
Editors' Picks
SpaceX falls out of orbit: Does anyone still want Musk’s stock?
  • By Oleg Tkachenko
  • 09.07.2026
SpaceX falls out of orbit: Does anyone still want Musk’s stock?
Editors' Picks
All Editors' Top Picks

Latest Jeroen Blokland News

Direct gold ownership requires proof, Jeroen Blokland notes
  • By Ivan Andriyenko
  • 2 hours ago
Direct gold ownership requires proof, Jeroen Blokland notes
Market Voices
#Jeroen Blokland
Gold rises to nearly 25 percent of central bank reserves, Jeroen Blokland notes
  • By Olga Shendetskaya
  • 05.07.2026
Gold rises to nearly 25 percent of central bank reserves, Jeroen Blokland notes
Market Voices
#Jeroen Blokland
Jeroen Blokland: High capital gains tax faces difficulty when stock market drops sharply
  • By Andreas Kristo
  • 04.07.2026
Jeroen Blokland: High capital gains tax faces difficulty when stock market drops sharply
Market Voices
#Jeroen Blokland
All Jeroen Blokland News
  • Pavlo Kot
  • 4 hours ago
Lean Ethereum: Why Buterin wants to rebuild the network
  • Mikhail Vnuchkov
  • Yesterday
SK Hynix debuts on Nasdaq: Largest U.S. offering by foreign company
  • Oleg Tkachenko
  • 09.07.2026
SpaceX falls out of orbit: Does anyone still want Musk’s stock?
  • Eugene Komchuk
  • 08.07.2026
The crypto IPO problem: How high-profile listings became investor traps
  • Anastasiia Chabaniuk
  • 07.07.2026
U.S. Bitcoin reserve: Trump’s unrealized crypto promise
  • Yaroslav Dmytrenko
  • 12 min ago
Regaining trust after OP_RETURN controversy requires accountability, Jimmy Song notes
  • Hanna Syniavska
  • 12 min ago
Bitcoin mining sweet spot for hashrate is 10-20%, Tone Vays notes
  • Andreas Kristo
  • 32 min ago
Earnings season drives market focus for July 2026, Lance Roberts notes
  • Jose Antonio Gastelum
  • 42 min ago
Quinten Francois: Buying crypto now offers major opportunity for decade ahead
  • Daria Chernytska
  • 42 min ago
Bilal bin Saqib: Discusses digital assets and Shariah status with Mufti Taqi Usmani
Weekly Top Bonuses
up to $2,500
deposit bonus for all clients
CLAIM BONUS
Your capital is at risk.
Top News
  • Pavlo Kot
  • 4 hours ago
Lean Ethereum: Why Buterin wants to rebuild the network
Lean Ethereum: Why Buterin wants to rebuild the network
  • Eugene Komchuk
  • 23 hours ago
Circle wins approval to establish U.S. national trust bank
Circle wins approval to establish U.S. national trust bank
  • Ivan Andriyenko
  • Yesterday
Oil market keeps risk premium as Hormuz traffic stalls
Oil market keeps risk premium as Hormuz traffic stalls
  • Igor Krasulya
  • Yesterday
UAE oil output hits record high as Abu Dhabi pushes beyond OPEC limits
UAE oil output hits record high as Abu Dhabi pushes beyond OPEC limits
  • Eugene Komchuk
  • Yesterday
Crypto market posts third consecutive quarterly loss
Crypto market posts third consecutive quarterly loss
Live News
  • Anton Kharitonov
  • Now
Microsoft stabilizes as AI strategy remains in focus
  • Anton Kharitonov
  • Now
Apple extends rally as AI strategy strengthens investor confidence
  • Anton Kharitonov
  • Now
Google rebounds as AI momentum supports investor confidence
  • Mykhailo Ihnatenko
  • Now
Intel stock faces rising volatility ahead of earnings season
  • Anton Kharitonov
  • Now
Bitcoin climbs toward resistance as ETF demand improves
Who We Are
Business Solutions
For Users
TU News
Popular Sections
Disclosures
CONTACT US
Legal
We are in Social Media
© IAFT Ltd., 2010-2026 All rights to the website are owned by IAFT Ltd.,
Registration number - HE 336186
  • Risk disclosure:

    Information on the TradersUnion.com website is for informational purposes only and does not constitute any motive or suggestion to visitors to invest money. Moreover, we hereby warn you that trading on the Forex and CFD markets is always a high risk. According to the statistics, 75-89% of customers lose the funds invested and only 11-25% of traders earn a profit. Trading in futures and options carries substantial risk of loss and is not suitable for every investor.

    That is why you should only invest money that you are prepared — or can afford — to lose at such high risks. Tradersunion.com does not provide any financial services, including investment or financial advisory services. Also, the Traders Union is not a broker and does not get money for trading in the Forex or CFD markets. Our website only provides information on brokers and the markets and helps its users to select the best brokerage company based on detailed information and objective analysis of brokers.

  • Disclaimer:

    Traders Union (TradersUnion.com) shall not be liable for the consequences of trading decisions made by the Client and for the possible loss of his capital resulting from the use of this website and information published on it.

    Forex market, CFD and cryptocurrency trading involves high risks and is not suitable for everyone. Before investing money, you need to adequately assess the level of your expertise and be aware of the risks, particularly in the context of trading with leverage. The information on this website is not intended for distribution or use by any person in any country or jurisdiction, where such distribution or use would be in violation of the local law or regulation. Any payments by Traders Union (TradersUnion.com) to the users of our website shall be legally interpreted solely as an incentive on our part for the activity on the website in the form of a deduction of a part of the advertising income; they shall not be a subject of any claims of our users or our obligations, a subject of disputes, as well as cannot be considered in relation to the services provided to users by brokers, both in fact and in their completeness and volume. The administration of the website shall not be liable for the content of user comments and reviews about the companies and shall not verify whether the authors of the reviews are indeed real clients of a specific company. All reviews, both negative and positive are published on the website without verification of their reliability; only offensive reviews that call for violence or any kind of discrimination and also reviews published from one group of IP addresses are moderated and removed. The authors of the materials shall be fully liable for the accuracy, completeness and impartiality of any information in the articles and reviews, including in the context of their use or mention of any brand names or trademarks. All mentions of the names of companies and their brands in any materials on the website shall be made in the context of communication of socially important information to the people about their activities by independent journalists, who are the authors. All evaluations and indicators on the website express the subjective opinion of the authors of the reviews (articles) and shall not be viewed as accurate statements and be a subject of disputes and claims against Traders Union.

  • Disclosure of advertisers and revenues:

    All the services on the Tradersunion.com website are free for you to use. Our team spends thousands of hours per annum researching brokers and gathering information about them to help investors all over the world to choose reliable companies and to avoid fraudsters.

    Indeed, the curating, sourcing, and organization of this process requires substantial financial investment by Tradersunion.com, which the website earns in the form of advertising payments. There are two types of advertising services on the website — direct advertising or partner (broker) participation programs. However, no services purchased by our partners shall affect the recommendations on our website, or our opinions, or ratings. Our ratings are based on our objective rating criteria and methodology; and the results are always equally and fairly applied to each broker. The work of our content authors and research groups does not involve any interaction with our advertisers and they do not have access to data concerning the amount of advertising purchased. For over 10 years we consider our independence, absolute openness, and objectivity as our main priority. Please follow the links to each of our affiliated broker’s websites. This will help Tradersunion.com to continue to provide our services to you for free.

onepercentfortheplanet.org World Association of News Publishers https://gdpr.eu/ GDPR