scripod.com
Ep 137 -  Hyperscalers' $2T bet (Charles Fitzgerald)

Highlights

Transcript

Chapters

Pins

Ep 137 - Hyperscalers' $2T bet (Charles Fitzgerald)

Telco in 20
OverviewShownote
Unprocessed episode, you can be the first!

Shownote

Hyperscaler CAPEX investments are staggering: Amazon, Google, Microsoft, and Meta spent more than $400 billion on infrastructure in 2025 and are expected to reach over $600 billion in 2026. They’re on pace to surpass $2 trillion in cumulative CAPEX spend b...

Highlights

Chapters

Transcript