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
23
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
2026-07-17 · BABA · up · low
Alibaba Group has committed $10.6 billion to support the IPO of CXMT, China's largest memory chip maker, according to...
2026-07-14 · ORCL · down · medium
Oracle shares have fallen below $135 despite better-than-expected earnings, as investors worry about the company's...
2026-07-13 · AMZN · up · medium
Amazon is increasing capital expenditure to support AI infrastructure, according to TD Cowen analyst John Blackledge,...
2026-07-09 · AMZN · up · high
Amazon executed a $25 billion US bond sale on July 9, 2026, with total interest exceeding $41 billion, according to...
2026-07-08 · AMZN · up · high
Amazon has announced a $25 billion bond sale to fund its AI infrastructure buildout, with the company telling...
2026-07-04 · AMZN · up · high
Amazon (AMZN) announced a record $48 billion investment in India, with $21 billion specifically allocated for AI and...
2026-07-03 · GOOGL · up · high
Google's annual electricity consumption rose 37% in 2025, the largest increase in company history, driven by AI data...
2026-07-01 · AMZN · up · high
Amazon Web Services (AWS) announced a $1 billion investment in a new Forward Deployed Engineering (FDE) unit to embed...
2026-06-29 · AMZN · up · high
Amazon on June 25, 2026 announced an additional $13 billion investment in India's AI and cloud infrastructure by 2030,...
2026-06-26 · AMZN · up · medium
Amazon announced an additional $13 billion investment to expand its AI and cloud footprint in India through 2030,...
2026-06-19 · META · up · medium
According to a Financial Times profile ( Meta President Dina Powell McCormick is exploring novel financing structures...
2026-06-18 · META · down · medium
Meta is reducing its AI spend, particularly on inference compute, as token costs strain budgets.
2026-06-14 · GOOGL · up · high
The Financial Times reports that Alphabet is planning approximately $85 billion in equity offerings to fund AI...
2026-06-11 · ORCL · down · high
Oracle announced a massive $70 billion investment in data center build-out over the coming year to meet AI demand, as...
2026-06-11 · AMZN · up · high
Amazon has secured $31.5 billion in new financing over two days, signaling an aggressive acceleration of AI...
2026-06-07 · GOOGL · up · low
Alphabet (GOOGL) has raised $84.75 billion in upsized equity offerings to fund AI data center expansion, as reported by...
2026-06-04 · GOOGL · up · medium
On June 3, 2026, the Financial Times reported that Google has upsized its historic equity raising to $85 billion to...
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...