Market Maps
The AI CapEx Arms Race: Who Is Spending What
The AI capex arms race 2026 has four hyperscalers guiding ~$725B in spend. See who spends what, and why depreciation is the real story below the headline.
#hyperscalers
1 article
1 article
The AI capex arms race 2026 has four hyperscalers guiding ~$725B in spend. See who spends what, and why depreciation is the real story below the headline.