Expected Capex

topic on 1 show · 1 statements across 1 episodes

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ALL-IN Assertion Open · timeframe Dec 2026

Sachs: Top four hyperscalers will spend $350B on capex this year

“Again, just the top four hyperscalers, three hundred and fifty billion dollars of expected capex this year on its way.”

David Sacks Apr 10, 2026 ▶ 57:19 Anthropic’s $30B Ramp, Mythos Doomsday, OpenClaw Ankled, Iran War Ceasefire, Israel's Influence

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Expected Capex

1 statements about Expected Capex, every show

Turn any episode into a week of clips.