Gnosly Feed - capexhttps://gnosly.com/feed/capex/Business Intelligence Console and Prediction Algorithms3257@Beth_KindigBeth KindigMeta reported Q3 capex of $34.9 billion, up 80% YoY. Full-year capex was raised to $135-145 billion from $130-145 billion previously, implying Q4 capex of more than $54 billion at the midpoint.<p>Source: Beth Kindig (X)</p>https://x.com/Beth_Kindig/status/21130154489879308730.00602026-10-22T18:05:53.750596+00:002x.commetacapexeconomy3100https://pbs.twimg.com/media/HVLwWjHWEAAzNgb?format=jpg&name=smallImage2026-10-22T18:05:54.393564+00:003256@trendforceTrendForceCombined Capex of the top nine CSPs is projected to keep growing YoY in 2027, inflated by price hikes, part shortages, and prepayments. Pricier next-gen racks and rising memory costs lift ASPs, driving most of the AI server value growth.<p>Source: TrendForce (X)</p>https://x.com/trendforce/status/21132699461048486120.00702026-10-22T17:58:02.808402+00:002x.comhyperscalersaicapex3099https://pbs.twimg.com/media/HVPX0SkWIAAphdA?format=jpg&name=smallImage2026-10-22T17:58:03.973597+00:003254@intelfabsJohn IntelHyperscalers capex<p>Source: John Intel (X)</p>https://x.com/intelfabs/status/21130515772003328270.00402026-10-22T17:02:29.789042+00:002x.comaicapexhyperscalers3097https://pbs.twimg.com/media/HVMRNZ3aYAAbCSn?format=jpg&name=smallImage2026-10-22T17:02:32.006490+00:003199@UnstructuredCapUnstructuredCapIn 2020, big tech spent about 38 cents per dollar of operating cash flow on capex. In 2026, it’s projected to spend about $1.13 per dollar of operating cash flow, according to a Brookings paper. That’s roughly $800bn of capex against about $707bn of operating cash flow.<p>Source: UnstructuredCap (X)</p>https://x.com/UnstructuredCap/status/21128672568165953540.00502026-10-21T12:27:46.504721+00:002x.comcapexhyperscalerseconomy3051https://pbs.twimg.com/media/HVJpLvPbEAAh206?format=png&name=smallImage2026-10-21T12:27:48.292359+00:002073@BobEUnlimitedBob ElliottThe vast majority of the surge in AI-related capex...The vast majority of the surge in AI-related capex value is imported. Good for growth in Asia, but not so much in the US.https://x.com/BobEUnlimited/status/21056477130648127400.00402026-10-01T15:43:12.711959+00:002x.comgrowthaicapex1888https://pbs.twimg.com/media/HTjDb7QXMAAcWKS?format=jpg&name=smallImage2026-10-01T15:43:13.630747+00:001771https://www.linkedin.com/in/charles-henry-monchau-cfa-cmt-caia-4003096/Charles-Henry Monchau, CFA, CMT, CAIAAI capex is getting so large that the debate is sh...AI capex is getting so large that the debate is shifting from how much will they spend? to can they actually earn a return on it?GS’s Eric Sheridan estimates Alphabet, Amazon, Microsoft, Meta, Oracle and SpaceX need to generate a combined $1.42 trillion of cumulative revenue in 2028–30 to earn a 15% ROIC on their 2026–27 AI buildout.The three big public cloud players, Amazon, Microsoft and Alphabet, already have a combined $1.69 trillion backlog.GS calculates they need to convert only around 59% of that existing backlog into future revenue to clear the 15% ROIC hurdle on their AI investments.The AI capex debate looks rather different when much of the required demand is already sitting in the order book. More here.Source: TME, GShttps://www.linkedin.com/in/charles-henry-monchau-cfa-cmt-caia-4003096/0.00702026-09-27T05:28:14.238761+00:001linkedin.cominvestmentaicapex1545https://media.licdn.com/dms/image/v2/D4E22AQHWjVyMnLlAFQ/feedshare-shrink_800/B4EaDaqt2UH4Ac-/0/1790375026352?e=1792022400&v=beta&t=a5ksjJsCDXbwHxw2eoWZtdB3en-4jGzotV4BM8jZlKYView image2026-09-27T05:28:14.704266+00:00