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.Latest Takes09.03.2026Chart of the DayCoatue09.01.2026Chart of the DayCoatue08.17.2026Chart 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.
