Hyperscaler capex shifting from chip vendors to in-house silicon by 2027, investor argues
pdamodaran · x · 2026-10-19
Investor pdamodaran explains on X why Amazon is up while other chip players are down: capex from the four main hyperscalers — Microsoft, Google, Amazon and Meta — is shifting heavily from third-party vendors to internal silicon, with 2027 as the year the shift becomes decisive.
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