📊 UPDATE: Big Tech is set to pour $650B into AI in 2026, with spending focused on data centers, advanced chips, and core infrastructure, per Walter B. $XRP
• Capex arms race accelerating among hyperscalers
• AI infra demand driving chips, power, and cloud build-outs $LINK
• Signals long-term conviction despite short-term market volatility $DOGE
TAKE: This level of spending reinforces AI as a multi-year secular trend, not a hype cycle. Capital intensity favors scale players — bullish for infra, compute, and energy-linked ecosystems.
