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Slowing AI development could boost hyperscaler balance sheets

This story is from 2026-09-15. It is preserved in the archive; the latest stories are on the live feed.

A Semafor review of analyst estimates finds that at current projections, as tracked by S&P Capital IQ, Amazon, Alphabet, Meta, and Microsoft are expected to spend $66 billion more on capital spending

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  1. 2026-09-15 17:54 · Semafor Technology
    Slowing AI development could boost hyperscaler balance sheets

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