According to @StockMKTNewz, the Magnificent 7 combined to spend over 100 billion dollars on capital expenditures last quarter, marking the first time this threshold has been reported. Source: @StockMKTNewz post on X dated Dec 6, 2025. Meta Platforms guided 2024 capex to 35 to 40 billion dollars concentrated on AI infrastructure, reinforcing the AI data center buildout theme. Source: Meta Platforms Q3 2024 earnings release. Alphabet said 2024 capex would remain elevated with greater investment in servers and data centers, signaling continued hyperscale demand. Source: Alphabet Q3 2024 earnings call and Form 10-Q. Microsoft reported sequential capex increases in fiscal Q1 2025 to meet AI demand, confirming ongoing expansion in cloud and AI infrastructure. Source: Microsoft FY25 Q1 earnings call. Amazon stated 2024 capital investments would rise year over year, driven by AWS and generative AI workloads, underscoring the AI infrastructure cycle. Source: Amazon Q3 2024 earnings call. For crypto exposure, Bitcoin miners are monetizing the AI buildout via HPC hosting as Core Scientific executed long-term agreements to provide 200 megawatts to CoreWeave with expected multi-year revenue of approximately 3.5 billion dollars. Source: Core Scientific press release dated June 3, 2024. Bitdeer launched an NVIDIA DGX-powered AI Cloud offering in 2024 to diversify beyond BTC mining and capture GPU demand, linking AI capex to miner cash flows. Source: Bitdeer Technologies press release dated March 2024.