Innlegg

📊 $775-800 billion: AI infrastructure capex hits a new level — why crypto investors should care** Q2 2026 earnings confirmed that the Big-5 hyperscalers (Amazon, Google, Microsoft, Meta, Oracle) are collectively guiding to $775-800 billion in AI infrastructure spend — nearly triple 2024 levels. Google Cloud grew 82%, AWS 37%, Azure 43%. But investor reaction has been mixed. Alphabet's free cash flow already turned negative (-$5.9B), and Google, Amazon, and Microsoft shares sold off after earnings calls despite the strong numbers. **Why this connects to crypto:** The AI infrastructure boom and the crypto market compete for the same capital, energy, and GPU resources. When markets start questioning the ROI on AI capex, it often bleeds into broader risk-asset sentiment — crypto included. **My take:** Investor focus is shifting from "how much are they spending" to "what's the actual return." That's a precedent crypto markets should watch too, especially if risk-off sentiment spreads from the wider tech sector. 💬 Do you think AI capex bubble concerns could weigh on broader crypto sentiment? *Personal analysis, not financial advice.* #AIInfraEarningsWatch #CPIToResetFedBets #AIInfraFundingDiverges