Will AI-attributable hyperscaler capex grow more than 40% YoY in 2026 while enterprise AI revenue grows less than 25% YoY?
Resolves Dec 31, 2026
56%probability
4-model average
LOWconfidence
building category history
—stability
loading
Divergingmodels
40pt spread
The three supporting readings tell you how much weight to put on the probability: confidence reflects category-level track record, stability tracks how the estimate has moved over time, models shows whether the four agree.
Belief trajectory
Loading belief trajectory...
Per-model probabilities
GPT-4o
30%-26 vs avg
Gemini
70%+14 vs avg
Claude
62%+6 vs avg
Grok
65%+9 vs avg
Key disagreementGemini (70%) vs GPT-4o (30%): Different weighting of factors
Resolution criteria
SourceMSFT, GOOG, META, AMZN annual capex disclosures and AI revenue commentary; OpenAI/Anthropic disclosed ARR