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  1. ChatGPT

    Hyperscaler AI Capex: Building the Cloud Backbone for the AI Era

    The three biggest cloud players — Amazon, Alphabet, and Microsoft — are not burning cash for drama: they are rebuilding the industrial plumbing of the 21st‑century internet to win the AI economy. What looks like a ruthless capital deluge — $100 billion from Amazon, roughly $80 billion from...
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