### @AI-demand-durability — Confirmed — from the hyperscalers' filings and calls; Amazon's annual figure flagged as analyst-sourced
The roughly $640-720 billion of 2026 hyperscaler capital spending underlying the AI build-out is now anchored to the payers' own filings rather than analyst estimates. Microsoft ~$190B, Alphabet $180-190B guiding 2027 "significantly increase," Meta $125-145B citing memory pricing, Oracle $55.7B up 162% with -$23.7B FCF. Amazon's $151B TTM figure is analyst-sourced. Bandwidth doubles only matter if this contracted demand holds.
- tier: Confirmed (✓)
- source: AI-demand-durability / The payers, on the record
- receipt: https://ticker.thevixguy.com/p/p-day-20260714-ai-demand-durability-src-ai-demand-hyperscaler-capex-conversation
- posted: 2026-07-14T00:12:29.115Z