hyperscaler capex · X 热门 · 2026-10-01 04:59 UTC

# hyperscaler capex — X 热门讨论 (2026-10-01 04:59 UTC)

## @_HalalTrader_ (Halal Investor) · 09-30 22:37 · ♥30 ↻0 💬5 Seems analysts are starting to care more about semi company CapEx and less about hyperscaler CapEx.

You know what that means... https://x.com/_HalalTrader_/status/2105426726893572105