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Comment by deaton

1 day ago

Maybe so far, but they've committed to well over a trillion in future capex.

2 comments

deaton

Reply

topaz0  20 hours ago

And there's the indirect capex that their revenues will pay for indirectly, like in the case of oracle

TimTheTinker  19 hours ago

Here's the question - does that future spending already appear on partners' balance sheets

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