Hey Mel. So we just heard from CFO Brian Oski saying that they expect their fullear capex to be approximately 125billion.Theysayit′ssettogohigherin2026.Nowthat′sprimarilygoingtoAWStosupportAIdemand.Theyalsotalkedaboutinvestingmoreintheirin−houseAIchipscalledTranium.ThatdoestrailMicrosoft′srunrateforanannualcapexspendof140 billion.But Andy Jasse, the CEO, talking right now on the call about project rainer. That is their big AI investment. They're working handinh ...