#519: The AI Capital Expenditure (Capex) Supercycle Is Accelerating
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Last week, earnings from Alphabet, Microsoft, and Amazon highlighted the continued surge in demand for AI and cloud infrastructure, prompting the hyperscalers to add to their investment in data centers, custom silicon, and computing capacity. During the second quarter, cloud revenue growth accelerated at all three companies: Google Cloud from 63% on a year-over-year basis during the first quarter to 82%; Microsoft Azure from 39% to 43%; and Amazon Web Services (AWS) from 28% to 37%, its fastest growth in 18 quarters.