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Being Exponential | Luke Lango
beingexponential.bsky.social
did:plc:w7fdhsws3nohbisnhzppxsu5
As goes hyperscaler AI spending, so go AI stocks.
Current estimates for Hyperscale 5 AI capex -- #META #AMZN #MSFT #GOOGL #ORCL -- calls for peak spending in 2028, before moderating spending in 2029 and 2030.
2026-04-27T18:34:07.961Z