#hyperscalers
Research
+10.45%1y
The last inelastic thing
The big five #hyperscalers have guided analysts toward something in the range of $700 billion in capital expenditure for 2026, roughly 2% of US GDP and more than the combined military budgets of Germany, France, the UK, Japan, Italy and...
+38.20%1y
The Datacenter Supercycle
For most of the last decade, datacenter investment was a quietly growing line item — important, but unglamorous. That era is over. We are now in the middle of what analysts are calling a datacenter supercycle, a sustained, decade-long...