Hyperscaler
A giant cloud and platform operator (AWS, Microsoft, Google, Meta) building data centers at global scale.
Current numbers
~$710–740Btop-4 US hyperscaler capex guidance for 2026 (+60-67% YoY; Oracle-inclusive top-5 ~$750B)
~$710–740Btop-4 US hyperscaler capex guidance for 2026 (+60-67% YoY; Oracle-inclusive top-5 ~$750B+)
40–85% belowneocloud GPU rental vs hyperscaler pricing (8-GPU node ~$34/hr neocloud vs ~$98/hr hyperscaler)