Big Tech CapEx is exploding: The combined CapEx of Amazon, $AMZN, Alphabet, $GOOGL, Meta, $META, and Microsoft, $MSFT, is expected to jump +70% YoY, to a record $610 billion in 2026. This is nearly 3 TIMES the $217 billion spent in 2024 and more than 4 TIMES 2023 levels. https://t.co/rZ3OCg3Yrx