đš JUST IN: đ€ Big Tech doubles down on AI â capex explodes
Meta and Microsoft are continuing to ramp AI spending, with Meta guiding $115Bâ$135B in 2026 capex, far above market expectations.
KEY DETAILS:
âą Companies: Meta âą Microsoft
âą Meta 2026 capex guide: $115Bâ$135B
âą Focus: AI infrastructure & data centers
WHY IT MATTERS:
âą Massive data center buildout accelerates
âą Increases demand for power, cooling, and grid flexibility $LINK
âą Creates a potential tailwind for Bitcoin miners as energy partners and infrastructure operators $NEAR
BOTTOM LINE:
AI Needs Power. $PEPE
When Big Tech Spends $100B+ On Compute, Bitcoin Miners Become Strategic Energy Assets âĄïžđ