---
title: As highlighted by David Marlin on X, the most important line from tonight's $NVDA call came from the CFO.
description: "“CapEx by the top 5 hyperscalers is expected to reach $800B in 2026 and $1.3T in 2027.”\n\nConsensus had $1.3T in 2028. \n\nShe just moved it up a year to 2027‼️\n\nIt seems (again) that everyone is underestimating the strength of this AI supercycle\n\nSource: Marlin Capital"
---

[Syz The Moment](https://blog.syzgroup.com/syz-the-moment)

# [As highlighted by David Marlin on X, the most important line from tonight's $NVDA call came from the CFO.](https://blog.syzgroup.com/syz-the-moment/as-highlighted-by-david-marlin-on-x-the-most-important-line-from-tonights-nvda-call-came-from-the-cfo)

 Written by [Charles-Henry Monchau, CFA, CMT, CAIA](https://blog.syzgroup.com/syz-the-moment/author/charles-henry-monchau) | Aug 27, 2026, 3:11:32 PM

[View full post](https://blog.syzgroup.com/syz-the-moment/as-highlighted-by-david-marlin-on-x-the-most-important-line-from-tonights-nvda-call-came-from-the-cfo)

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