hyperscaler capex · X 热门 · 2026-10-08 20:37 UTC

# hyperscaler capex — X 热门讨论 (2026-10-08 20:37 UTC)

## @anni_sen (Anni) · 10-08 18:10 · ♥47 ↻3 💬11 This market especially semis have traded within a range since June. Why wd we be surprised when news of a money losing lab tells you their revenue is not accelerating. OpenAI finances are a small part of the buildout when compared to hyperscaler capex which is still projected to hit $1T in 2027. Hyperscaler’s including SpaceX $SPCX generate revenue. Let’s not entangle the market valuations of profitable companies like $MU or $GOOGL on back of a money losing lab. https://x.com/anni_sen/status/2108258629950595290