hyperscaler capex · X 热门 · 2026-09-27 01:00 UTC

# hyperscaler capex — X 热门讨论 (2026-09-27 01:00 UTC)

## @pequityresearch (P Equity Research 📰) · 09-26 23:24 · ♥45 ↻8 💬6 Goldman Sachs: AI ROIC

"The hyperscalers' current estimated Al revenues remain below the amount that would allow them to break even on their capex, but those revenues are growing quickly and revenue backlogs are sizable."

0% ROIC --> $308 billion hyperscaler AI revenue 10% ROIC --> $417 billion hyperscaler AI revenue 15% ROIC --> $526 billion hyperscaler AI revenue 20% ROIC --> $636 billion hyperscaler AI revenue

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