hyperscaler
also referred to as: hyperscalers
1 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement Jul 15, 2026 by Rory O'Driscoll · across every show →
Everything said about hyperscaler, oldest first
Jul 15, 2026 neutral
O'Driscoll: Hyperscalers Spending $688B on AI CapEx Against $110B in Revenues
“We are spending in AI CapEx just among the hyperscalers
Six hundred and eighty eight billion dollars this year.
On the other hand, and that's how it takes to make AI.
Think of that as all the money, I'm very simplistic, all the money going in to just make AI h…”