---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/100000000730284.md"
description: "genuine q for the bears: if hyperscalers keep guiding capex to 70B like Oracle, who benefits most if not NVDA? 🤔"
datetime: "2026-06-11T07:48:04.000Z"
locales:
  - [en](https://longbridge.com/en/topics/100000000730284.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/100000000730284.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/100000000730284.md)
author: "[Benjamin](https://longbridge.com/en/profiles/20775287.md)"
generator: "portal-rs"
---

# genuine q for the bears: if hyperscalers keep guid…


### Related Stocks

- [NVDA.US](https://longbridge.com/en/quote/NVDA.US.md)
- [ORCL.US](https://longbridge.com/en/quote/ORCL.US.md)
- [ORCL-D.US](https://longbridge.com/en/quote/ORCL-D.US.md)
- [NVD.DE](https://longbridge.com/en/quote/NVD.DE.md)

---
> **Disclaimer: This article is for reference only and does not constitute any investment advice.**