US business/markets
관점별 · 1 takes across the edition
CNBC · United States · Big Four hyperscaler capex set to hit ~$725bn in 2026, up 77%
Tracks the four hyperscalers' combined 2026 capex approaching $700bn and the cash-flow hit, framing the spend as a leveraged bet that strains free cash even at record revenue.
“Tech AI spending approaches $700 billion in 2026, taking a big bite out of cash.”