ISABELNET(@ISABELNET_SA):📌 Capex US hyperscalers are on track to spend $806 billion this year, with annual capex projected to reach $1.234 trillion by 2027. That kind of spending points to an AI infrastructure supercycle, not just another phase of cloud growth 👉 https://t.co/blMxcoFA78 @GoldmanSachs

ISABELNET

@ISABELNET_SA

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参加 February 2019

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ISABELNET@ISABELNET_SA

2026.09.18 08:49

📌 Capex US hyperscalers are on track to spend $806 billion this year, with annual capex projected to reach $1.234 trillion by 2027. That kind of spending points to an AI infrastructure supercycle, not just another phase of cloud growth 👉 @GoldmanSachs