US hyperscalers guide ~$733B in 2026 capex; CoreWeave at 4.2 GW contracted
ingliguori · x · 2026-10-14
The four US hyperscalers have issued 2026 total capex guidance of roughly $733B — not AI-only and not yet spent. CoreWeave had 1.5 GW of power active at the end of Q2 and 4.2 GW contracted as of Aug 11. The key bottleneck, per the post and chart: local consent and permits, with capital commitments scaling faster than infrastructure approvals.
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