O'Driscoll: Tech CapEx grew from $200B to $600B in four years
Rory O'Driscoll · Software Isn't Dead. It's Gotten Harder with Scale Venture Partners' Rory O'Driscoll · Jul 15, 2026 · at 10:47
Rory O'Driscoll of Scale Venture Partners analyzes the explosive growth in infrastructure and chip spending driving the current AI boom.
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“I mean, you've gone from two hundred billion in capex four years ago to six hundred billion in capex, which means someone is pocketing four hundred billion dollars a year.”
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