3 ms·
This is a good chart that shows historical CAPEX spending. Hyperscalers have been through a couple CAPEX cycles like this, they all know what they are doing. h
by ody4242 2mo ago
This is a good chart that shows historical CAPEX spending. Hyperscalers have been through a couple CAPEX cycles like this, they all know what they are doing.
https://eco3min.fr/en/big-tech-capex-revenue-ratio-quarterly-dataset/ https://eco3min.fr/en/big-tech-capex-revenue-ratio-quarterly...
- chrisweekly 2mo agoThanks for sharing. Agreed it's a good chart. But I draw a different conclusion. M$ looks pretty iffy: capex/revenue 10% -> 37% in the last 5y, scary trajectory.