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A few years ago, hyperscalers accounted for about 16% of S&P 500 capex. Next year, five of them may spend as much as the other 495 companies combined.
Microsoft, Amazon, Alphabet, Meta, Oracle
BofA now estimates roughly $1.07T for the five in 2027 versus about $1.06T for everyone else in the index.
That concentration starts to matter well beyond GPUs.
AI has gotten so large that compute demand is starting to drag the physical economy along with it. Goldman estimates it’s already around 15% of US equipment investment, and BloombergNEF is tracking 23.1 GW of data-center capacity under construc
MSFT-0.33%
AMZN-0.94%
META-0.85%
ORCL-3.81%
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🚨 UAE DEMANDS IRAN REOPEN STRAIT OF HORMUZ IMMEDIATELY!
The UAE has demanded that Iran immediately end all hostilities and fully and unconditionally reopen the Strait of Hormuz.
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#OpenAIAnnualRevenueSurpasses40B
OpenAI is making a lot of money. They have made as much money in a year as they did before. This is because they have been doing well with three things: AI programming tools, enterprise-agent deployments and advertising. At the time they have put in a secret application to sell stocks to the public. Another company called Anthropic is expected to sell stocks to the public before OpenAI. The big question is whether OpenAI is making money to be worth as much as they think they are.
OpenAI has a few ways of making money. They have tools that help people program A
OPENAI2.67%
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Venüs_:
To The Moon 🌕
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Those who can weather both bull and bear markets and remain consistently profitable over the long term are rarely lucky individuals blessed with extraordinary talent. Most have endured the low points of life, witnessed the warmth and coldness of human nature, and, through repeated liquidations, stop-losses, and sleepless nights, been forced to tear away their illusions and confront their truest selves. It was on the ruins of their losses that they rebuilt complete trading systems and reshaped a stable psychological core. They possess exceptional emotional control, a keen sense of risk, and an
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$coalkid super viral, ca added in his tiktok bio
Aped
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#GateCardTripleUpgrade
Gate Card is taking the next step toward making everyday crypto payments more practical, flexible, and rewarding. The #GateCardTripleUpgrade highlights a broader vision: one card, multiple advantages, and a smoother bridge between digital assets and real-world spending.
For crypto users, the biggest challenge has always been turning digital assets into something useful in daily life. Gate Card aims to simplify that experience by bringing crypto payments into a familiar card-based environment. Instead of treating crypto only as an investment, users can explore ways to us
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Why is AIO rising: A low-market-cap AI-related project, driven by the AI narrative + community hype. A typical high-beta explosive rally pattern.
$AIO
AIO18.22%
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It’s Match day in Wroclaw

Things I will be watching out for
✔️ Mbuemo terrorizing defenders with his movements and unpredictability
✔️Rashford’s Return
✔️Bruno and Teilemans midfield chemistry - hopefully carrick pairs them with Santos
✔️Signs of carrick’s best XI
✔️ Defensive stability - I expect Licha and Maguire to pair in which ever halves they’re playing
✔️Mainoo sending a message to Amorim with his performance today
✔️How the young lads performs - especially Shey Lacey
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Why is STAR rising: A low-market-cap project (related to Starpower), driven by community hype + capital speculation. A typical high-beta surge pattern.
$STAR
STAR5.73%
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[new streamer] market update
gate liveLIVE
1,272
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When will the follower count reach 500?
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LeverageThermometer:
Almost there, almost there. I find your content pretty interesting—500 followers is just a matter of next week. Remember to give out rewards then.
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+120% on $UDIN today
The narrative is starting to catch fire and there’s still 32 days before the September 16 hearing
Orange brainrot season is heating up 🍊
New metas will come and go
The $UDIN story keeps getting bigger
The leaf stays on @UdinAIBrainrot
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#GateTop1GrowthInJuly Guys….$BTC again moving toward $61k ….This is the golden opportunity for all of you…Enter short now…🔴…This is the best entry time….After hit 61k $BTC reverse toward $65k….‼️
BTC0.22%
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ameely:
good luck good luck good luck good luck good luck
$XPL /USDT ANALYSIS
$XPL is tightening inside a descending triangle while the Ichimoku cloud keeps bulls capped.
A clean breakout or breakdown could ignite the next major move.
#GateLaunchpool141MDOS #SandiskSurges14%OnNewFinancialFramework #BitcoinTrendReversalSignalEmerges #OpenAIAnnualRevenueSurpasses40B
XPL4.18%
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This is absolutely ridiculous!!
This is absolutely ridiculous!!
Someone actually doesn’t know that GPUs can be rented.
Renting GPUs is the most cost-effective option.
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HOT TOPIC PREDICTION
gate liveLIVE
621
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Bro, bro, bro
Give me a chance—pull back a bit, I want to get in #BullRun
0xbeea1d618e533a387d941f58a7d4c9b7bd377777
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Watching a potential $PIZZA breakout here
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When I go long, the bears all come to bully me
When I go short, the bulls all come to judge me
For those from humble beginnings, pursuing their ambitions has always been a near-death struggle
Longwan needs a reshuffle……
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$TROLL HERE BUYING SOME but only some
TROLL1.58%
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