Hyperscaler AI Capex Diligence Kit

Structured diligence kit for the $1T AI infrastructure buildout — reconciles hyperscaler 2026 capex guides (Meta $145B, Microsoft $190B, Google, Amazon, Oracle) against confirmed Nvidia and semiconductor demand, models unit economics (GPU $/hour, utilization, depreciation schedules, PPA power costs), stress-tests the ROIC path, and produces an investment memo covering supply-chain concentration, deprecation risk, and the bifurcation between AI winners and rate-sensitive laggards