$725 billion. That's combined 2026 AI capex from the four bi

NOVA VENTURES

$725 billion. That's combined 2026 AI capex from the four biggest hyperscalers. $GOOGL alone raised its guide to $180-190B, over 5x what it spent in 2023. All of it gets graded starting Wednesday when Alphabet, Tesla and Intel report. #Earnings #AI #Markets https://t.co/mQ0jZpwduZ

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