Companies are spending about $1 trillion this year in capex in the US! World wide estimate is about $2.52 trillion in AI spend in 2026 according to Gartner. There has never been a bigger spend in tech. It's so much spend that the software industry has to basically double in revenue in the next couple years to keep up.

Most of that spend is on infrastructure, GPUs, ASICS, and everything else that goes into a datacenter.