Hyperscaler Capex Forecast for 2026 Shows Significant Growth

Liz Thomas, Head of Investment Strategy at SoFi, posted on X that the consensus for hyperscaler capital expenditure in 2026 was initially projected at $518 billion, marking a 41% year-over-year increase. This forecast reflects the growing investment in infrastructure by major technology companies, aiming to enhance their capabilities in cloud computing and data management. The substantial growth in capex underscores the industry's focus on expanding technological resources to meet increasing demand. As companies continue to invest heavily in these areas, the landscape of digital infrastructure is expected to evolve significantly by 2026.