Jaden Schaefer

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

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

But even Oracle is expecting to spend, you know, not quite as much, $50 billion this year.

But even Oracle is expecting to spend, you know, not quite as much, $50 billion this year.

But even Oracle is expecting to spend, you know, not quite as much, $50 billion this year.

So I think Microsoft hasn't yet said how much they're going to be spending this year.

So I think Microsoft hasn't yet said how much they're going to be spending this year.

So I think Microsoft hasn't yet said how much they're going to be spending this year.

But I think a bunch of, you know, recent quarterly CapEx expenditure totals were about $37.5 billion this

But I think a bunch of, you know, recent quarterly CapEx expenditure totals were about $37.5 billion this

But I think a bunch of, you know, recent quarterly CapEx expenditure totals were about $37.5 billion this

And that kind of annualizes to about $150 billion.

And that kind of annualizes to about $150 billion.

And that kind of annualizes to about $150 billion.

If they're spending that they have going on right now, if that remains steady, Microsoft should be at about 150.

If they're spending that they have going on right now, if that remains steady, Microsoft should be at about 150.

If they're spending that they have going on right now, if that remains steady, Microsoft should be at about 150.

So I think that increase has also drawn investor scrutiny, but I think still Microsoft is far behind Amazon and Google just in overall spending because those companies are, it's absolutely insane.

So I think that increase has also drawn investor scrutiny, but I think still Microsoft is far behind Amazon and Google just in overall spending because those companies are, it's absolutely insane.

So I think that increase has also drawn investor scrutiny, but I think still Microsoft is far behind Amazon and Google just in overall spending because those companies are, it's absolutely insane.