The four HyperCAPEX musketeers collectively spent over $210 billion on CAPEX in Q3, up 22% from last quarter and up 84% from a year ago. New CAPEX record! And what we like to call a good start! This quarter’s spend is 84% of their entire year 2024 spend, while their cumulative lifetime CAPEX spend is … Continue reading Follow the CAPEX: Q3 2026 Scoreboard