The top five just guided ~$700B in combined 2026 capex, up 60%+ year-over-year. Amazon: $200B. Alphabet: $175–185B. Meta: $115–135B…
The top five just guided ~$700B in combined 2026 capex, up 60%+ year-over-year. Amazon: $200B. Alphabet: $175–185B. Meta: $115–135B…