Total Capex

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20VC Assertion Supported

O'Driscoll: GPUs account for 50-55% of total datacenter buildout Capex

“GPU spend is roughly 50, 55% of total capex on any build out.”

Rory O'Driscoll Apr 30, 2026 ▶ 30:08 Anthropic Raises $45B but Falls Short on Compute & Thoma Bravo Hand Back Medallia Keys to Creditors · 20VC with Harry Stebbings

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