hyperscaler capex · X 热门 · 2026-09-29 12:35 UTC

# hyperscaler capex — X 热门讨论 (2026-09-29 12:35 UTC)

## @StockSavvyShay (Shay Boloor) · 09-29 11:56 · ♥83 ↻7 💬16 Goldman says 2027 hyperscaler capex estimates have jumped 66% since the start of 2026 to $1.89T.

• $GOOGL $253B → $507B (+100%) • $AMZN $301B → $505B (+68%) • $MSFT $227B → $373B (+64%) • $META $230B → $333B (+45%) • $ORCL $126B → $174B (+38%)

Really interesting seeing cloud backed capex ramp the fastest while nearly $1T a year is now flowing into AI picks and shovels even with the 10-year above 5%. https://x.com/StockSavvyShay/status/2104903095994270089