Will Quarterly Capex Spend among AI Hyperscalers decrease before 2027?
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Ṁ100Dec 31
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Context: https://epoch.ai/data-insights/hyperscaler-capex-vs-cash-flow
Resolves yes if for a calendar quarter the combined cash capex of Microsoft, Alphabet, Amazon, Meta, and Oracle is lower than it was in the proceeding quarter. Q3 and Q4 2026 are the quarters being considered.
Since Oracle does not do calendar year reporting, their nearest fiscal quarter will be used for its contribution to the sum.
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