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![HVP_Research Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1832134677634715648.png) HVP Research [@HVP_Research](/creator/twitter/HVP_Research) on x XXX followers
Created: 2025-07-23 20:19:12 UTC

#AI hyperscaler arms race continues...  $GOOGL $GOOG adding $10b to their previous $75b capex estimate. $XX for FY 2025. #chips $SMH $XLC


XXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1948115704936554717/c:line.svg)

**Related Topics**
[chips](/topic/chips)
[goog](/topic/goog)
[googl](/topic/googl)
[coins ai](/topic/coins-ai)
[$xlc](/topic/$xlc)
[$75b](/topic/$75b)
[$10b](/topic/$10b)
[$goog](/topic/$goog)

[Post Link](https://x.com/HVP_Research/status/1948115704936554717)