2026-10-12XPostSource itemOpen original source ↗Nvidia $NVDA says that its share of IT capex across the top 5 hyperscalers rose from 11% at the start of 2023 to 38% in Q2 2026, expecting this to rise to 44% by the end of 2027. $AVGO $AMD https://t.co/D1qmX4LCBu