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Tag: Hyperscalers

  • AI Capex Hits $725bn: Wall Street Splits on the Hyperscaler Trade

    AI Capex Hits $725bn: Wall Street Splits on the Hyperscaler Trade

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    by

    Nauman Khan
    in

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    Estimated Reading Time:

    16 minutes

    Khan Capitals | May 2026 Key Takeaways Part of: The AI Infrastructure Supercycle – Khan Capital’s hub on the AI infrastructure build-out. A Capex Cycle Without Modern Precedent The last week of April delivered the clearest read yet on what the AI build-out actually costs at scale. Microsoft, Alphabet, Meta and Amazon all reported within…