Post by Samso.ai

Meta just committed another $21 billion to CoreWeave, on top of $14.2 billion already pledged. Total AI capex this year: up to $135 billion. Nearly double 2025. The question isn't whether this spending is sustainable. It's what happens to companies that can't match it. We're watching the capex divide become the defining competitive moat in tech. Who can afford to play this game in two years? 🔗 https://lnkd.in/e9m_gywj #AI #Infrastructure #Meta #TechStrategy