Finicast·The AI cycle vs prior tech cycles: scale, speed, size (as of 2026-09-23)ExcelView onlyLog in

2026 capex guidance by company, midpoint $B (edit any cell)

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2026 guidance by company ($B)

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Hyperscaler capex vs GDP (edit 2027 growth, GDP growth or history)

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Big-4 hyperscaler capex ($B)

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Capex % of GDP and growth

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Peak investment by cycle (edit prior-cycle estimates)

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Speed of build-up: pp of GDP added per year at the fastest stretch

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