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The AI cycle vs prior tech cycles: scale, speed, size (as of 2026-09-23)
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2026 capex guidance by company, midpoint (edit any cell)
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2026 guidance by company ()
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Hyperscaler capex vs GDP (edit 2027 growth, GDP growth or history)
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Big-4 hyperscaler capex ()
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Capex % of GDP and growth
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Peak investment by cycle (edit prior-cycle estimates)
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Speed of build-up: pp of GDP added per year at the fastest stretch
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