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CapEx spend

1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Aug 28, 2026 by Raghu Raghuram · across every show →

Everything said about CapEx spend, oldest first

Aug 28, 2026 bullish
Assertion Supported
Raghuram: Hyperscaler capex hits $700 billion this year, $1 trillion next year
“Next year, supposedly, it's going to reach a trillion dollars collectively across the bay. [296] Raghu Raghuram: Hyperscamers this year, it's about 700 billion dollars, right?”
Raghu Raghuram Aug 28, 2026 ▶ 4:51 Why Top Founders Are Racing Into AI Infrastructure
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