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Hyperscaler capex index climbs to about 6,800 as AI build-out accelerates

NewsFeeds update

A hyperscaler capital expenditure index has risen to about 6,800, with spending on chips and data centres outpacing free cash flow growth as the AI build-out gathers pace. The analysis, drawing on data to 30 June 2026, compares the wave with the late-1990s telecom boom, when new capacity shifted scarcity and economic rents elsewhere in the ecosystem.

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Read the original on PANews

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Every update is a short rewrite, by AI in our own words, of a flash from the outlet named on it, credited and linked. Not investment advice.