Themes ETFs(@ThemesETFs):🤖 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.

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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.