Hyperscaler capex shifts toward AI hardware

- Public posts show hyperscaler capex portfolios reallocating toward AI infrastructure, flagging GPU and fabric vendors. - Cited allocations include NVIDIA at ~28% and VRT at ~16%, with Cisco's Nexus Hyperfabric and CDNL deals called out for data-center fabrics. - The social briefing aggregates those capex shifts as early evidence of large-scale AI infrastructure retooling. (x.com 1) (x.com 2)