signal type · supply & demand
capex change hyperscaler
Every published capex change hyperscaler signal with its public hit-rate inline. Belongs to the supply & demand family, which means fresh capex change hyperscaler calls borrow confidence from sibling types in the family until they earn their own sample.
all-time signals
6
published only
direct hit-rate
—
no scored predictions yet
family hit-rate
—
0 across supply & demand
family
supply & demand
see signal-families.ts for mapping
definition
What is a capex change hyperscaler signal?
A capex change hyperscaler signal is any High-Signal-published call tagged capex_change_hyperscaler by the ingest pipeline. The exact extraction rules live in python/ingest and the family rollup in /methodology. Every published instance carries ≥ 2 independent sources per the cite-or-kill rule.
every published capex change hyperscaler signal
2026-06-03 · GOOGL · up · high
Google parent Alphabet announced a massive $80 billion equity raise to fund AI infrastructure, including a $10 billion...
2026-06-02 · META · up · low
A Reddit post (linking to a NetworkWorld article) claims that Meta is considering becoming a cloud provider (source).
2026-06-02 · GOOGL · up · high
Alphabet (GOOGL) announced a massive $80 billion equity raise, including a $10 billion investment from Berkshire...
2026-06-01 · SOFTBANK · up · medium
SoftBank Group has announced plans for a massive EUR75 billion AI data center buildout in France, as reported by...
2026-05-27 · BYTEDANCE · up · medium
ByteDance is considering a massive $70 billion capital expenditure for AI, as reported by Bloomberg source.
2026-05-21 · AMZN · up · medium
Amazon executive chairman Jeff Bezos, in a CNBC interview on May 20, 2026, explicitly dismissed concerns about an AI...