partial · called at 80% — Aggregate 2026 hyperscaler capex revises upward by 10% or more from the $700B ba

Outcome

partialcalled at 80%brier contribution 0.090timing-slip

Q1 prints (MSFT $190B, GOOG $180-190B, META $125-145B, AMZN $200B reaffirmed) take 2026 aggregate to $695-725B (+77% YoY) vs the $700B W17 baseline. At/near baseline; +10% revision (~$770B) plausible by Q2 print. Score moves to hit if Q2 takes aggregate above $770B.