CapEx

1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Feb 5, 2026 by Dylan Patel · across every show →

Everything said about CapEx, oldest first

Feb 5, 2026 bullish
Prediction Open · timeframe Dec 2026
Patel: Hyperscaler capex will reach roughly $500 billion this year
“Hyperscalers capex is going to be like five hundred billion dollars this year or something like this.”
Dylan Patel Feb 5, 2026 ▶ 50:11 Dylan Patel: NVIDIA's New Moat & Why China is "Semiconductor Pilled”
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