One of the them is a one shot project and one of them is an infrastructure project being used by billions. It makes a nice headline but not a decent comparison.
On another note I wish there is some break down of where all the spendings goes to. GPU, CPU, RAM, Network, Switch, Cables, Power, Datacenter. The AI ecosystem and business is larger than Smartphone revolution kick started by Apple, but unlike Smartphone or consumer products these Hyperscaler and AI spending right now it is very opaque.