Katzenberg: Hyperscalers are investing $700B in capex over 24 months
Jeffrey Katzenberg · Jeffrey Katzenberg's $2.8 Billion Fund · Sourcery with Molly O'Shea · Dec 29, 2025 · at 4:32
Jeffrey Katzenberg, co-founder of WndrCo, discusses the massive capital allocation driving AI infrastructure.
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“You know, there's seven hundred billion dollars of capital investment being made in 24 months.”
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