Ep 137 - Hyperscalers' $2T bet (Charles Fitzgerald)
Telco in 20
Mar 31
Ep 137 - Hyperscalers' $2T bet (Charles Fitzgerald)
Ep 137 - Hyperscalers' $2T bet (Charles Fitzgerald)

Telco in 20
Mar 31
Unprocessed episode, you can be the first!
Shownote
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
Highlights
Chapters
Chapters
Transcript
Transcript