Sanmeet Deo

Yeah, it's staying warm and getting through it.

But I'm excited to be here and talking about tech earnings.

Yeah.

I mean, I think it's all gas, no brakes for AI spending here because Apple is trying to keep up.

So they just signed with Google to use Gemini in their series.

So I can't imagine that's going to be cheap.

I can't imagine it's going to involve further investment in their part to ramp up their AI.

And Meta just continues to astound us with the numbers they report every quarter when it comes to their CapEx spending.

And

Zuckerberg is not holding back.

He is not afraid to spend.

And so at least with those two, I think there'll be quite a bit of spending.

Alphabet, they're in the lead.

They'll continue to spend, I think.

So I think that we're going to see accelerated spending in CapEx related to AI as we roll out earnings here.

Yeah, and I agree.

I mean, I think this is going to be across the board with not just big tech companies.

I think we're going to see a lot of companies continue to spend more in AI.

AI, you have to think of it as a backbone for your company and your technology that runs your company.

If you don't spend it, utilize it, your company might fall behind in their industry and with competitors.