Current hyperscaler 2026 capex: ~$725B
They all report earnings at the end of July, where they'll update 2026 capex forecasts.Current 2026 capex:$Amazon(AMZN.US): ~$200B$Microsoft(MSFT.US): ~$190B$Alphabet(GOOGL.US): ~$190B$Meta Platforms(META.US): ~$145BWith soaring memory costs as a key driver, surely all have to revise up capex for the rest of this year.
The copyright of this article belongs to the original author/organization.
The views expressed herein are solely those of the author and do not reflect the stance of the platform. The content is intended for investment reference purposes only and shall not be considered as investment advice. Please contact us if you have any questions or suggestions regarding the content services provided by the platform.
Post your comment
No Comments