Finicast·The AI cycle vs prior tech cycles: scale, speed, size (as of 2026-09-23)ExcelView onlyLog in2026 capex guidance by company, midpoint $B (edit any cell)
2026 guidance by company ($B)
Hyperscaler capex vs GDP (edit 2027 growth, GDP growth or history)
Big-4 hyperscaler capex ($B)
Capex % of GDP and growth
Peak investment by cycle (edit prior-cycle estimates)
Speed of build-up: pp of GDP added per year at the fastest stretch