Michaela Ridzonova
Hyperscaler CapEx is set to nearly DOUBLE in 2026 compared to last year. • $AMZN (Amazon.com Inc): $200B • $GOOGL (Alphabet Inc Class A): $180B • $META (Meta Platforms Inc): $125B • $MSFT (Microsoft): $105B Total estimated 2026 CapEx: $610B
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