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"Exponential capex spend from Meta Google Amazon and Microsoft now close to $120bn for one quarter. And its going higher Meanwhile Tim Apple spent $12.7bn in capex for the whole year. (Chart from the WSJ)"
X Link @EternalDigitalF 2025-11-01T01:18Z XX followers, X engagements
"Esp $META also $MSFT not acting well to huge amount of future AI capex disclosed on their earnings calls this week. This may be first time that's happened since AI boom now huge bubble started in early 2023. $TSM also not acting well to news of hyperscalers' huge AI capex"
X Link @jfurlan14 2025-10-31T18:30Z 1267 followers, XXX engagements
"@ecommerceshares The infrastructure arms race is real $120bn vs $12.7bn shows who's building the future platforms. Buckle up for some wild tech shifts"
X Link @maxnerdlife 2025-10-31T17:39Z XX followers, XX engagements
"Apple being the only one of the mag X to NOT continue lighting giant piles of money on fire in pursuit of a tech that mostly sucks is going to look smart X years from now"
X Link @ArtKeller 2025-10-31T16:10Z 1141 followers, XX engagements