Sam Badawi(@Sam_Badawi):The scale of planned AI infrastructure spending going into 2026 is honestly staggering, with hyperscalers like $AMZN, $MSFT, $GOOGL, and Meta collectively pushing toward nearly $700B+ in combined AI-related capex. The important takeaway is that this buildout continues extending far beyond GPUs alone, reinforcing long-term demand across the entire AI stack tied to compute, networking, power, memory, datacenters, and $CRWV $NBIS $IREN AI cloud infrastructure.

2026.05.18 13:17

The scale of planned AI infrastructure spending going into 2026 is honestly staggering, with hyperscalers like $AMZN, $MSFT, $GOOGL, and Meta collectively pushing toward nearly $700B+ in combined AI-related capex. The important takeaway is that this buildout continues extending far beyond GPUs alone, reinforcing long-term demand across the entire AI stack tied to compute, networking, power, memory, datacenters, and $CRWV $NBIS $IREN AI cloud infrastructure.

Themes ETFs@ThemesETFs

2026.05.18 11:46

🤖 AI Spending Hits Another Level $AMZN, $MSFT, and $GOOG are each planning close to $200B in AI capex for 2026, while $META could spend up to $ 145B. Meanwhile, $CRWV plans up to $35B despite its smaller size. AI is becoming an infrastructure and spending story.