Chart: Hyperscale capex dollar is buying less Nvidia than it did one year ago

DIGITIMESAugust 27, 2026en

The five largest cloud operators spent US$181.5 billion on property and equipment in the June quarter, 87% more than a year earlier. Nvidia's hyperscale revenue was US$48.7 billion — 26.8 cents of every dollar they spent, down from a peak of 33.2 cents three quarters ago.

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