{"id":"tp-47371","type":"article-newspaper","title":"Jon Gray Expects Meta, Google and Oracle to Pursue AI Equity Raises","author":"John Kim","publisher":"TOKENPOST Inc.","url":"https://www.tokenpost.com/news/business/47371","datePublished":"2026-11-03T05:45:53.000Z","dateModified":"2026-11-03T05:45:53.000Z","language":"en","abstract":"He also named SpaceX and Anthropic as possible IPO candidates; his forecast put hyperscaler capital expenditures at $820 billion by 2026, or about 2.5% of U.S. GDP.","section":"Business","references":[{"title":"earlier remarks on capacity shortages","url":"https://www.tokenpost.com/news/business/38577"}]}