X @Anthony Pompliano 🌪
Anthony Pompliano 🌪·2025-10-26 13:22

Capital Expenditure - Amazon, Microsoft, Alphabet, and Meta collectively invested nearly $300 billion in capital expenditures over the past year [1] - The substantial capital expenditure reflects a strong commitment to the AI race among hyperscalers [1] Industry Trend - Hyperscalers are determined to remain competitive in the AI sector [1]