22 June 2026Global Software, US and China Internet, & US Communications InfrastructureCloud in the Quarter: How did the hyperscalers do in 1Q26?Mark L. Moerdler, Ph.D.+1 917 344 8506mark.moerdler@
Consensus 2027 hyperscaler capex estimates are too conservative. Analyst nestimates imply hyperscaler capex will equal $920 billion in 2027, representing a sharp deceleration in growth from 84% in 202
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