Subject: Re: Earnings
We’re seeing our AI investments and infrastructure drive revenue and growth across the board. To meet customer
demand and capitalize on the growing opportunities we have ahead of us, our 2026 CapEx investments are
anticipated to be in the range of $175 to $185 billion.”
https://s206.q4cdn.com/4793605...

Huge capex number. Yikes. Hope they see decent returns on that capex.