$610 BILLION in CAPEX from just 4 companies in 2026

Between Amazon, Google, Meta, and Microsoft, we’re looking at \~$610 BILLION in capital expenditures in a single year: * Amazon ($AMZN): > $200B CAPEX expected * Google ($GOOGL): \~ $180B, way above prior \~$120B expectations * Meta ($META): \~ $125B, also above prior \~$110B expectations * Microsoft ($MSFT): \~ $105B expected Most of this is clearly tied to AI infrastructure, data centers, and compute, but I’m curious about the downstream winners. Who do you think benefits the most from this level of spending?