Hyperscaler capex outlook for 2026-27 raised ~66%, a $750B increase
rohanpaul_ai · x · 2026-09-26
The combined 2026-2027 capital spending outlook for hyperscalers Alphabet, Microsoft, Amazon, Meta and Oracle is now roughly 66% above where it stood at the start of 2026 — an increase of about $750 billion, underscoring the ongoing AI compute arms race.
Related event: Hyperscalers Raise 2026-27 Capex Outlook by $750 Billion(4 posts)→
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