Видео с ютуба Hyperscaler Capex

Is AI’s Capex Boom Built to Last? | Presented by CME Group

Alphabet Lifts 2026 Capex Outlook Well Above Estimates

Amazon boosts capex to more than $118 billion as AI cloud arms race heats up

Is the Nvidia Party Over? Hyperscaler CapEx Plans Say No -- NVDA Stock Analysis

Finerman's Fine Print: Digging into hyperscaler debt

Ep 110 - Hyperscaler CapEx is going nuclear (Charles Fitzgerald)

The AI Capex Trap: Why Nvidia Looks Like 1840s Railroads

Meta vs. Microsoft: Michael Ni on the AI CapEx Divergence

Telco in 20 Ep #110: Hyperscaler CapEx is going nuclear (Charles Fitzgerald)

Memory Mayhem & AI Capex Madness

650 миллиардов долларов на капитальные затраты в сфере ИИ

Big Tech Aims to Spend $650 Billion This Year in AI Race

Zacks Strategist Shaun Pruitt Discusses CapEx Concerns for the Mag 7 Hyperscalers

A few years left in the AI capex spending cycle, says Deepwater's Gene Munster

Hyperscalers Most Likely to Survive if AI Bubble Bursts, Says Clough

Follow the Money: Decoding AI's Capital Stack

Microsoft and other tech giants' AI capex is not sustainable: Analyst