hyperscaler capex · X 热门 · 2026-09-16 04:05 UTC

# hyperscaler capex — X 热门讨论 (2026-09-16 04:05 UTC)

## @HedgeyeComm (Andrew Freedman, CFA 🦅) · 09-16 01:28 · ♥37 ↻4 💬8 The Agent Layer Is the New Operating System https://x.com/HedgeyeComm/status/2100033989159600265

## @pequityresearch (P Equity Research 📰) · 09-15 23:34 · ♥33 ↻6 💬2 Satya Nadella on Microsoft's CapEx and CoPilot:

"We are calibrating our CapEx in such a way that we don't want to build for 1 or 2 customers, we want to build for the long tail because I think that's the most important. If you are a hyperscaler, you're not a supplier to 2 model companies, that's not a business. You have to sort of build a system that is great for lots of third parties and our own 1P. In that context, we are pretty thrilled with the progress we are making even with CoPilot if you look at the subscriber number we gave. These are real enterprises using it for real workflows."

Via @theallinpod

$MSFT $GOOGL $AMZN $META https://x.com/pequityresearch/status/2100005240779243986