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
58%probability
4-model average
LOWconfidence
building category history
—stability
loading
Divergingmodels
37pt 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
35%-23 vs avg
Gemini
60%+2 vs avg
Claude
72%+14 vs avg
Grok
65%+7 vs avg
Key disagreementClaude (72%) vs GPT-4o (35%): Different weighting of factors
Resolution criteria
SourceMSFT, GOOG, META, AMZN annual capex disclosures and AI revenue commentary; OpenAI/Anthropic disclosed ARR