Brian Sozzi: Analysts see U.S. hyperscalers spending $755 billion on capex in 2026

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10.05.2026

Brian Sozzi: Analysts see U.S. hyperscalers spending $755 billion on capex in 2026 — U.S. hyperscalers capex seen surging

Brian Sozzi, reporter / analyst at Yahoo Finance, draws attention to new data from Goldman Sachs showing that analyst consensus expects mega-cap U.S. hyperscalers to spend $755 billion on capital expenditures in 2026. This represents an 83 percent increase compared to 2025, with the capex estimated to reach 100 percent of cash flows from operations for the current year.

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Sozzi recently highlighted strong earnings from major firms, including Apple and Nvidia. He also questioned the prospects of an EBay buyout by GameStop as unlikely. His recent focus has shifted to capital spending trends among technology giants.

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