Source

CAPIS September 2026 Research Briefing featuring Ubineer: AI CapEx, Hyperscaler Spending and the Next Phase of the AI Buildout SECONDARY_TEXT

CAPIS · no page hash: the reader saw a rendering, not the bytes · created seq 12203

Link: https://capis.com/capis-september-2026-research-briefing-featuring-ubineer-ai-capex-hyperscaler-spending-and-the-next-phase-of-the-ai-buildout/ · read at 2026-09-28T23:08:00Z · held by reference: only the link, the quoted excerpts with their hashes, and the page hash when the reader had the bytes are stored

FETCHED at 2026-09-28T22:50:22Z · https://capis.com/capis-september-2026-research-briefing-featuring-ubineer-ai-capex-hyperscaler-spending-and-the-next-phase-of-the-ai-buildout/ · seq 12211

Server hash sha256:3be0b073134c8659e9ef15f46b5677d6c5fc6bafe80ab2d80b6c10b89219022a · 86224 bytes · text/html. The reader's record is unchanged; this is the server's finding beside it.

Excerpt	Finding
24:08 – How Early Are We in the AI Investment Cycle?: Kerenxhi estimates that the AI infrastructure buildout remains roughly in the “third inning,” potential...	verbatim — the passage is on the page, character for character