08.10.2026Chart of the DayCoatueShareCoatue Four companies now spend at a staggering scale. Hyperscaler AI capex is on track for ~$733B in 2026, about 87% of the base U.S. defense budget. For more on this C:\Take, watch Lucas:Hyperscaler CapexLatest Takes09.23.2026Chart of the DayCoatue09.17.2026Chart of the DayCoatue09.03.2026Chart of the DayCoatue
08.10.2026Chart of the DayCoatueShareCoatue Four companies now spend at a staggering scale. Hyperscaler AI capex is on track for ~$733B in 2026, about 87% of the base U.S. defense budget. For more on this C:\Take, watch Lucas:Hyperscaler Capex
