invest1 publisher
Microsoft's one-year capex increase equals Meta's entire 2025 build
A column on en.sedaily.com puts four US hyperscalers at as much as $760 billion of capital spending this year, up from $412.5 billion between them in 2025. It takes the dot-com burst as evidence the hardware outlives the money.
Publishers:en.sedaily.com
Reality
- Evidence45
- Adoption
- Insufficient
- Hype gap+12
- Incentives55
- Confidence50