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X @Anthony Pompliano ๐ŸŒช
Anthony Pompliano ๐ŸŒชยท2025-10-26 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]