hyperscaler capex · X 热门 · 2026-10-09 05:20 UTC

# hyperscaler capex — X 热门讨论 (2026-10-09 05:20 UTC)

## @AllFactsAI (AllFactsAI) · 10-08 15:32 · ♥69 ↻0 💬1 💰 $800B 2026 hyperscaler capex.

— NBER (Van Nieuwerburgh), Oct 2026

👉 Full source, in the reply

#Oracle #AllFactsAI #AIinvesting #investing #capex #bigtech https://t.co/CufPOKufRp https://x.com/AllFactsAI/status/2108218872050651199

## @AllFactsAI (AllFactsAI) · 10-08 15:32 · ♥33 ↻0 💬0 💬 Flagging it plainly: a projection from NBER (Van Nieuwerburgh), not a disclosed figure. Does a number like this move your thinking, or just your watchlist?

👉 https://t.co/r4F5M6tDqz https://x.com/AllFactsAI/status/2108218874227548552