2026-01-11 19:33:45

Hyperscaler capital expenditure growth is experiencing a notable deceleration. Consensus forecasts indicate year-over-year capex expansion retreating from 75% in Q3, sliding to 54% in Q4, and further moderating to 24% by end-2026. This slowdown reflects a transition from explosive AI infrastructure buildout toward more measured investment pacing, signaling potential shifts in technology sector dynamics and market sentiment.

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RugpullSurvivor

· 10h ago

Laughing out loud, the big companies have finally hit the brakes. This wave of AI arms race needs to cool down too.

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Blockblind

· 20h ago

75% drop to 24%, now that's reality. The days when those super big companies burned money to buy chips are finally coming to an end.

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FastLeaver

· 20h ago

75% dropped to 24%, is this AI infrastructure frenzy really coming to an end?

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MoonBoi42

· 20h ago

The AI arms race has cooled down, and now the big companies also have to tighten their belts.

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RugpullTherapist

· 20h ago

Hmm... Big companies are slowing down and pouring less money. Is this AI bubble about to burst?

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retroactive_airdrop

· 21h ago

This wave of capex slowdown is really hard to hold on to, dropping directly from 75% to 54%... It feels like the hype around large models is cooling down.

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CafeMinor

· 21h ago

The days of big companies疯狂 spending are over. From 75% down to 24%, this turnaround is too steep.

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