the Q1 earnings cycle just doubled datacenter capex expectations in 2026-2027 alone from $450b/year to $800b in 2…
the Q1 earnings cycle just doubled datacenter capex expectations in 2026-2027 alone from $450b/year to $800b in 2026 and $1.16 T in 2027
weekly token consumption has 3.5x’d since start of year
we were bullish before and we’re still gett
How it ranks: Backlist reads my Twitter/X timeline, scores every tweet for substance with an LLM rubric (not engagement), and publishes the daily top picks with a one-line takeaway. Curated by Surya Dantuluri.