About 80% of Amazon's 2026 capex spending likely AI-related: Deepwater's Munster

Um, let's dig into the huge capex forecasts from this week as well as tonight. Joining us on the phone, Gene Munster, Deep Water Asset Managing Partner. Gan, great to have you with us.I want to pick up uh where Kate left off with that statement from Andy Jasse about capex and how that capex will be deployed. Is there some fear that the 200 billion it's not it's not a pure let's seize the moment in AI. It's let's also spend on robotics and you know orbital satellites and all sorts of other things.Well, Googl ...