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Jun 1, 2026, 4:32 am66 ptsTrending
Trellis
Last year, Wall Street’s consensus for 2026 capital expenditure by the major tech companies averaged $365 billion. Today it runs $725 – 805 billion. Roughly three-quarters is direct AI infrastructure: GPUs, racks, campuses, substations. Capex estimates for the 2025-2030 buildout have risen about a quarter…
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