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Hyperscalers Are As Strong As Ever

By Seeking Alpha March 20, 2026 Bullish
Hyperscalers Are As Strong As Ever
The U.S. hyperscalers—Microsoft, Alphabet, Amazon, Meta, and Oracle—dominate global private data center capital expenditures. These five companies collectively represent an estimated $602B in annual CapEx, driving the majority of hyperscale data center investment.
The U.S. hyperscalers—Microsoft, Alphabet, Amazon, Meta, and Oracle—dominate global private data center capital expenditures. These five companies collectively represent an estimated $602B in annual CapEx, driving the majority of hyperscale data center investment.