FEATURED — FULL NOTE
MetaMETA
LAYER: HYPERSCALERS & CLOUDS · PUBLIC
~$115–135B 2026 capex; builds for itself (Llama, Superintelligence Labs) rather than renting to others.
2026 · Statista capex chart
SAME LAYER: HYPERSCALERS & CLOUDS
MicrosoftAmazonAlphabet / GoogleOracleIBMSalesforceSAPTesla/xAI compute (private build)Apple (AAPL — on-device + Private Cloud Compute)
INFORMATIONAL ONLY — not investment advice. Full disclaimer.