Big Tech doubles down intraday as the AI investment wave reaches new highs: • $AMZN : Fully completed its $50B check to OpenAI. • $NVDA : Locked in a $500B deal with SK Group for HBM4 & AI factories. • $MSFT : Pumping billions into EU Mistral compute. No other macro theme compares in size, duration, or 2nd-order upside. While skeptics debate, hyperscalers back their conviction with real cash! Who captures the best margins in this CapEx boom?
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