Tech's hyperscalers face Wall Street for first time since U.S. Iran war sent oil prices soaring

Sebastien Bozon | Afp | Getty Images The last time tech's hyperscalers addressed Wall Street, three months ago, they announced plans to collectively spend well over half a trillion dollars this year to build out their artificial intelligence infrastructure. That was before the U.S. invaded Iran, causing oil prices to spike, and leading to a dramatic slowdown in production of helium , which is crucial to semiconductor manufacturing. …