Jaden Schaefer

But if you look at other companies too in the space, like Google's not far behind.

Google said on Wednesday that they're expecting to spend $175 billion to $185 billion in CapEx this year, which is up from $91 billion the year before.

Google said on Wednesday that they're expecting to spend $175 billion to $185 billion in CapEx this year, which is up from $91 billion the year before.

Google said on Wednesday that they're expecting to spend $175 billion to $185 billion in CapEx this year, which is up from $91 billion the year before.

These are massive jumps going from 91 billion to 175 billion or from 130 billion to 200 billion.

These are massive jumps going from 91 billion to 175 billion or from 130 billion to 200 billion.

These are massive jumps going from 91 billion to 175 billion or from 130 billion to 200 billion.

Like these numbers are just going crazy.

Like these numbers are just going crazy.

Like these, these numbers are just going crazy.

Meta also had their earnings report last week and they projected between 115 and 135 billion in CapEx for this year.

Meta also had their earnings report last week and they projected between 115 and 135 billion in CapEx for this year.

Meta also had their earnings report last week and they projected between 115 and 135 billion in CapEx for this year.

Oracle, which was, you know, once seen as basically, you know, one of the major beneficiaries of the AI infrastructure boom.

Oracle, which was, you know, once seen as basically, you know, one of the major beneficiaries of the AI infrastructure boom.

Oracle, which was, you know, once seen as basically, you know, one of the major beneficiaries of the AI infrastructure boom.

I mean, they have the $500 million portfolio.

I mean, they have the $500 million portfolio.

I mean, they have the $500 million portfolio.

Open AI and SoftBank deal that they're doing to build data centers and infrastructure.