Hyperscaler depreciation to hit $255B in 2026, $581B by 2029 — analysts
luisdans · x · 2026-09-19
- Analysts project hyperscalers will incur $255B in depreciation charges in 2026 on capex of $784B, rising to $581B depreciation on $1.16T capex by 2029.
- For context, hyperscaler operating profits in 2026 are expected at $569B.
- These figures exclude off-balance-sheet capex ($200B more), implying annual hyperscaler capex could reach $1.4T by end of the decade.
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