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Open original source ↗The bottom line on the capex outlook, we’re early in the AI buildout. Three of the four hyperscalers hiked their AI spending outlook. I expect in CY26 will come in up closer to 80% vs. up Street expectations of up 64% going into tonight. $AMZN $GOOG $META $MSFT https://t.co/zUTGFU5I0D