Skip to content
brianletort.aiD. Brian Letort, Ph.D.

AI Market · Forecast desk · hit · capital

60% · hit

The top-4 hyperscaler capex / AI revenue ratio drops below 5.0 for Q2 2026, confirming the W18 directional flip.

Back to the bookIssue 2026-W18Evidence ↗

Outcome

hitcalled at 60%resolved September 1, 2026brier contribution 0.160

Q2 2026 prints put every top-4 hyperscaler capex/AI-revenue ratio below 5.0x on published run-rate math: Meta ~1.66x, Microsoft Azure ~3.64x, Google Cloud ~3.84x, AWS ~4.25x — confirming the sub-5.0 directional flip the trigger asked for.

Evidence: https://io-fund.com/ai-stocks/big-tech-ai-revenue-surges-suppliers-win-bigger