What finance podcasts said about markets on 30 September 2026

The hosts argued that hyperscaler capital expenditure is accelerating sharply, with Alphabet, Amazon, Meta, Microsoft, and Oracle projected to spend over a trillion dollars annually from 2027. Argued on a16z Podcast’s “The $1 Trillion AI Buildout”, aired 30 September 2026. Their CapEx in 2026 is estimated at about $780 billion, up from $416 billion in 2025, driven by insatiable demand for compute that continues to outstrip supply.