Source item

And while we’re on the subject of rapidly escalating AI capex, do you know which AI “leader” is not spending much on “AI Infrastructure”? That’s right…the one that brags about it the most. $TSLA https://t.co/gvD6ASfT9K (2) Here is the raw data from the $TSLA PP&E accounts. Including “Construction in Progress”, about $5B in tech/AI spend in the LTM. https://t.co/dTNMy9RbWu