https://gnosly.com/feed/hyperscalers/Business Intelligence Console and Prediction Algorithms3548https://www.linkedin.com/in/charles-henry-monchau-cfa-cmt-caia-4003096/Charles-Henry Monchau, CFA, CMT, CAIA<p>That’s now slightly more than the other ~495 S&amp;P 500 companies combined ($1.09 trillion). Their share of S&amp;P 500 capex has climbed from 16% in 2023 to a projected 51% in 2027, and 2027 estimates are up nearly 90% this year.</p>https://lnkd.in/p/dr34tizR0.00202026-10-29T07:15:59.419399+00:001linkedin.comhyperscalersstockstradingeconomy3408https://media.licdn.com/dms/image/v2/D4E22AQF519EqQBFejw/feedshare-shrink_800/B4EaGDWaf6JQAk-/0/1793205053691?e=1795046400&v=beta&t=7dUNhmMIw4GFXnQ0OBrUsrtqGA2E7UirepvyMCIsN-sView image2026-10-29T07:16:00.984245+00:003547https://www.linkedin.com/in/chamath/Chamath Palihapitiya<p>1. <strong>Neoclouds are disorganized and poorly capitalized</strong>. Some are definitely better than others, however. </p><p>2. <strong>Hyperscalers are intractable</strong>, bureaucratic organizations that take 3 months to do an NDA and want 18-month escrow periods. We built our portfolio by competing against these terms because of our speed and simplicity. The more future assets orgs like ours win, the bigger the problem for the hyperscalers downstream (see 3).</p><p>3. <strong>There are delays in the existing pipeline that will catch people off guard in 2027</strong>. Hyperscalers will (obviously) react by focusing on their own internal compute needs over any third party. If the third party is a model company, they will tell them to go through their model router, where they will also take a non-trivial vig. </p><p>All of this is to say that it does look like there will be a lot of partially stranded compute and compute sitting in inventory in 2027 than is currently forecasted. This is bought and paid for but effectively under-earning (below total cost of capital) or collecting dust. We see this as true for everyone - model companies, hyperscalers, neoclouds except ONE (you can guess which one). </p><p><strong>This dislocation will benefit two kinds of orgs: the non-bureaucratic big scalers who can build industrial scale quickly and the nimble, well-capitalized players feeding them.2027 will be a turbulent year because it will clear out a bunch of wrong/bad bets. It will also be a consolidation year for a few. </strong></p>https://lnkd.in/p/dT8-uE5c0.00202026-10-29T07:07:46.546324+00:001linkedin.comhyperscalersneocloudsai3407https://media.licdn.com/dms/image/v2/D5603AQHp0oaxzOhakA/profile-displayphoto-shrink_100_100/profile-displayphoto-shrink_100_100/0/1692899276520?e=1795046400&v=beta&t=1HMwiQmPvXV1qZfDl4u8Piu7hRNVCToNgeXlBY8IL2oView Chamath Palihapitiya’s profile2026-10-29T07:07:46.983804+00:003528@lisaabramowicz1Lisa Abramowicz<p>Source: drbcurtis (X)</p>https://x.com/lisaabramowicz1/status/21153787462239723530.00102026-10-28T11:44:52.524806+00:002x.comcapexhyperscalerseconomy3382https://pbs.twimg.com/media/HVtVwmqXYAER3PP?format=jpg&name=smallImage2026-10-28T11:44:53.967265+00:003402@dons_koreaDONS<p>The financing cost, obtained by adding the 5-year CDS of hyperscalers to the US 5-year Treasury yield, rose from 4.2% in November last year to 6.1% in October. During the same period, the US semiconductor import price index from Asia, including South Korea and Taiwan, jumped more than 40% from 97 to 139. </p><p>From the perspective of hyperscalers, it now takes much more money to build the same facilities than last year.. and the borrowing interest rate has increased by nearly 2%p.</p>https://x.com/dons_korea/status/21141601320326923720.00202026-10-25T16:23:19.431488+00:002x.comhyperscalersaidata-centers3235https://pbs.twimg.com/media/HVcBaZEasAApLVv?format=jpg&name=smallImage2026-10-25T16:23:19.916008+00:003256@trendforceTrendForce<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 Intel<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@UnstructuredCapUnstructuredCap<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+00:003192@meadwajJames Meadway<p>Source: James Meadway (X), quoting FT</p>https://x.com/meadwaj/status/21125358123657917450.00502026-10-21T06:32:25.117488+00:002x.comaihyperscalersstocks3046https://pbs.twimg.com/media/HVEo1vmXwAAwge8?format=jpg&name=smallImage2026-10-21T06:32:27.072352+00:003024@FromValueFrom Growth To Value<p>Source: From Growth To Value (X)</p>https://x.com/FromValue/status/21118753810789872030.00602026-10-19T06:05:30.208579+00:002x.comushyperscalerseconomy2861https://pbs.twimg.com/media/HU7jUGgWUAEL7-X?format=jpg&name=smallImage2026-10-19T06:05:31.062326+00:00