Group 1 - The combined capital spending commitments by Amazon and Alphabet for 2026 total $385 billion, significantly higher than the $222 billion for 2025 [1] - Despite the decline in stock prices for Amazon and Alphabet, AI infrastructure companies like GE Vernova have seen positive performance, with GE Vernova rising over 5% in late trading [1] - Oracle's exposure to OpenAI is under scrutiny, with a $300 billion deal to build infrastructure for OpenAI, which is projected to require $115 billion in funding by 2030 [2] Group 2 - GE Vernova is experiencing strong demand for its gas turbines and electrification equipment, driven by the need for power to support data centers [5] - The company is expected to achieve mid-teens revenue growth from 2025 to 2028, with earnings projected to more than double during this period [6] - The recent spending commitments from Alphabet and Amazon have bolstered investor confidence in GE Vernova's guidance, contributing to its stock performance [7]