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