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Hyperscaler capital expenditure

Topic mentions across the corpus

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Overview

Publications

4

Articles

4

Mentions

4

Last 30 days

2

First seen

Jul 31, 2026

Most recent

Sep 9, 2026

Activity

  • 2 mentions in the last 30 days

Recent articles

Inside AI’s Fragile Ecosystem with Ed Zitron

Steve Eisman · Sep 9, 2026 · tagged_topic

The AI Investment Map: From Tokens to Megawatts

Damnang’s Substack · Sep 1, 2026 · tagged_topic

AI Bubble Phase One Is Over. Phase Two Is Murkier.

The Linted Ledger · Aug 25, 2026 · tagged_topic

Comparing top 5 hyperscalers after Amazon reports AWS sales/profits to accelerate

Andrew Lu on global semis and techs · Jul 31, 2026 · tagged_topic

Publications discussing this topic

Andrew Lu on global semis and techs

17K subs · 1 linked

Damnang’s Substack

14K subs · 1 linked

Steve Eisman

22K subs · 1 linked

The Linted Ledger

15K subs · 1 linked

Related entities

Topics

AWS cloud AI revenue · 1 Bloomberg financial estimates · 1 AI compute industry growth · 1 Nvidia earnings · 1

People

Ed Zitron · 1

Guests

Ed Zitron · 1

Companies

Microsoft · 4 Amazon · 4 OpenAI · 3 META · 3 NVIDIA · 3 Google · 2 Anthropic · 2 Invesco · 1 Oracle · 1 Alphabet · 1 Perplexity · 1 BTIG · 1 The Irish Times · 1 Koyfin · 1

Other

AI compute · 2 HBM · 1 data center semiconductors · 1 AI players · 1
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