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Signals of large capital raises by Meta and SpaceX this week suggest that hyperscaler capital expenditures could surpass previously shown figures. Brian Sozzi, a Reporter / Analyst at Yahoo Finance, shared this assessment.
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Earlier, Brian Sozzi highlighted that HSBC expects CoreWeave 2028–2030 EPS to come in 50%–70% below consensus. He also reported RegLayer data showing that 47 large data center projects were delayed or blocked in 2026. These prior updates add context to the latest hyperscaler capex signals.