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CapEx

4 statements across 3 episodes · 3 bullish · 0 bearish · 3 people on the record · first statement Aug 18, 2025 by Dylan Patel · across every show →

Everything said about CapEx, oldest first

Aug 18, 2025 bullish
Prediction Not checkable as stated
Patel: Tech hyperscalers can grow AI capex 20% to 30% next year
“The hyperscalers still can grow capex 20, 30% next year, right, from what they're doing this year.”
Dylan Patel Aug 18, 2025 ▶ 20:09 Dylan Patel on GPT-5’s Router Moment, GPUs vs TPUs, Monetization
Feb 9, 2026 positive
Assertion Partly supported
David George: Tech CapEx relative to revenue is lower than dot-com levels
“So relative to the dot com, CapEx is actually supported by cash flows, and CapEx as a percentage of revenue Is considerably lower.”
David George Feb 9, 2026 ▶ 30:25 AI Markets: Deep Dive with a16z's David George
Jun 8, 2026
Assertion Open · timeframe Dec 2026
Evans: Microsoft, Meta, and Google spending over 50% of revenue on CapEx
“Microsoft, Meta, and Google are all on, in line to spend over 50% of revenue on CapEx this year.”
Benedict Evans Jun 8, 2026 ▶ 48:31 The Economics of AI Usage and What's Next For SaaS | Benedict Evans on a16z
Jun 8, 2026 bullish
Prediction Open · timeframe Jun 2028
Evans: Tech industry will spend $1T to $2T on AI CapEx
“Over the next couple of years, we've got like a trillion or two trillion dollars of capex coming down the pipe, and the models get a hundred x, 200 x, if it's more efficient every year.”
Benedict Evans Jun 8, 2026 ▶ 13:28 The Economics of AI Usage and What's Next For SaaS | Benedict Evans on a16z
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