$600 billion.

That's how much Big Tech is spending on AI infrastructure in 2026 alone.
Not over a decade. One year.
Amazon: $200B
Google: $175B
Meta: $125B
Microsoft: $100B
That's 3x what they spent two years ago. 75% goes straight into GPUs and data centers.
The most profitable companies on earth betting their entire future on one thing.
When Amazon drops $200B on infrastructure, they're seeing demand numbers we don't have access to.
The last time this much capital moved this fast into one sector? The internet. And everyone who called that a bubble in 1999 was right about the timing and wrong about the trend.
We're not in a bubble. We're in a buildout.