08.10.2026Chart of the DayCoatueShareCoatue Four companies now spend like a superpower. Hyperscaler AI capex is on track for ~$733B in 2026, about 87% of the base US defense budget.Latest Takes08.03.2026Chart of the DayCoatue07.30.2026Charts of the DayCoatue07.29.2026The New Scaling LawMax Cook
08.10.2026Chart of the DayCoatueShareCoatue Four companies now spend like a superpower. Hyperscaler AI capex is on track for ~$733B in 2026, about 87% of the base US defense budget.
