# hyperscaler capex — X 热门讨论 (2026-09-18 02:27 UTC)
## @zerohedge (zerohedge) · 09-18 01:47 · ♥135 ↻25 💬19 "We now expect $420 billion of hyperscaler gross debt issuance in 2027 - reflecting upward revisions in CapEx forecasts - more than a 60% increase vs. our full-year 2026 estimate of $250 billion" - Goldman
This amounts to half of new Treasury long duration borrowing next year https://x.com/zerohedge/status/2100763647672734138
## @StockOptionCole (Cole) · 09-18 00:32 · ♥50 ↻7 💬6 $GOOGL My 1st favorite Tech setup right now
Coiling like a giant spring on the Weekly
I may increase my position soon. Targeting 410+
The bull case for Big Tech like $GOOGL $META $MSFT $AMZN is so strong
QQQ is heading into Q4 with the most bullish chart pattern out
AI Capex supercycle is still accelerating close to $800B currently and pushing $1T in 2027. AI demand will likely outpace supply in 2027. Even Chip companies are saying supply will be WORSE
Q3 earnings in October - Cloud growth is reaccelerating and every hyperscaler is guiding capex up, not down. Fears may rise but the balance sheets & numbers are proving how strong AI demand is
These companies are also constantly announcing buy backs as well
Q3 earnings NEED to beat & surprise expectations now that we’ve raised rates and hyperscalers burning 92% of operating cash flow on capex or we can bust for a little. > 引用 @StockOptionCole: $GOOGL One of the strongest Tech setups right now is sitting on the 200 Day MA and 50 Week MA support
Backbone level
This monster setup can rip this 20%+ higher over the next 4-6 months
I just took a position in this one shared with Subscribers below https://t.co/HOycfOXgmo https://x.com/StockOptionCole/status/2100744744993436016
## @revoAIution (revoAIution) · 09-17 16:46 · ♥30 ↻5 💬0 J.P. Morgan's cloud capex dataset just laid out where the money behind $SIVE and $AAOI is actually headed, and the shape of the curve is the whole story.
Hyperscaler capex went from $95 billion in 2020 to $491 billion in 2025. The forecast has it at $950 billion in 2026, $1.4 trillion in 2027, and $3 trillion by 2030, a 28% compound annual growth rate for 2027 through 2030 alone. This dataset covers Amazon, Google, Microsoft, Meta, Oracle, CoreWeave, Nebius, IREN, and SpaceX.
Every dollar of that spend eventually has to move data between racks, and that's the layer $SIVE and $AAOI both sit in. You don't need either company to capture a large share of that number for the current growth rates to keep holding up. https://x.com/revoAIution/status/2100627340225314856