hyperscaler capex · X 热门 · 2026-09-25 19:30 UTC

# hyperscaler capex — X 热门讨论 (2026-09-25 19:30 UTC)

## @zerohedge (zerohedge) · 09-25 18:35 · ♥67 ↻12 💬10 Goldman Calculates How Much Revenue Is Needed To Justify $1.7 Trillion In Hyperscaler Capex (And What It Leaves Out) https://t.co/uKoBveVtaX https://x.com/zerohedge/status/2103553902876459476

## @_prashantnair (Prashant Nair) · 09-25 15:30 · ♥55 ↻4 💬6 This is the only chart which has mattered in markets for a while now.

Hyperscaler capex is set to surge from $154 B in 2023 to nearly $1.3 trillion by 2028. Where this tsunami of spending flows to is increasingly determining the winners & losers.

#Nifty #BankNifty https://t.co/VrPfVIHPA7 https://x.com/_prashantnair/status/2103507396815655087