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davidpapermill 2 hours ago

Planned Capex for 2026:

Amazon $200B

MS $190B

Alphabet $175B-$185B

Meta $115B-135B

Danox 2 hours ago | parent [-]

Apple is nowhere to be found.

davidpapermill 2 hours ago | parent [-]

$14B (!!!)

https://finance.yahoo.com/news/apple-lazy-ai-strategy-could-...