Michael Spencer (@aisupremacy): "If you count Oracle and CoreWeave, Hyperscaler Capex will easily hit $700 Bn. in 2026 and $1 Tr. in 2027. Yet, the demand for compute is rising faster than ROI is being demonstrated. I call it the "Altman Paradox"."

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Michael Spencer

Feb 7

AI Supremacy

If you count Oracle and CoreWeave, Hyperscaler Capex will easily hit $700 Bn. in 2026 and $1 Tr. in 2027.

Yet, the demand for compute is rising faster than ROI is being demonstrated. I call it the "Altman Paradox".

Feb 7

at

6:41 AM

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