# hyperscaler capex — X 热门讨论 (2026-09-25 16:13 UTC)
## @firstadopter (tae kim) · 09-25 12:41 · ♥43 ↻4 💬5 Goldman says hyperscaler capex to grow 54% next year to $1.2 trillion
Bloomberg: "hyperscaler capex growth to ease from nearly 100% this year to 54% in 2027 and to 12% in 2028, when it’s projected to hit $1.4 trillion." https://t.co/DoAoFKMosz https://x.com/firstadopter/status/2103464930401722526
## @Niubi0824172693 (马牛逼Trader) · 09-24 21:01 · ♥36 ↻7 💬5 半导体这么强，为什么 AVGO 还在磨盘？ https://x.com/Niubi0824172693/status/2103228351531921767
## @HelenaGagern (Helena) · 09-25 00:57 · ♥31 ↻0 💬7 I really don’t think Europeans have spent enough time thinking about the last graph. US hyperscaler capex over the next 3 years is expected to be the same size as France’s entire GDP (!!)
As European companies implement AI more heavily -> knowledge workers are replaced -> salaries that used to flow to EU top earners will now be revenue for US labs. A viscious cycle that drains Europe further.
And meanwhile I always get asked why so many European founders are moving to the US.. > 引用 @patrickc: Some data we recently assembled on entrepreneurship/compute in Europe: https://t.co/x8pbpHLun7.
We hope that one of the useful roles that Stripe can play is in collecting and publishing empirical data pertaining to entrepreneurship and industry in Europe. There's growing appetite to get Europe on a better footing, and cross-sectional comparisons can often shine light on where opportunities lie. If you're interested in this kind of thing, we publish more at https://t.co/YoZDuYbaBi. https://x.com/HelenaGagern/status/2103287747113025651