Projecting Compute Spending

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  "summary": "Comprehensive quantitative analysis of 2026 hyperscaler AI capex (\\$700B+ across 6 companies, 58% YoY increase), projecting \\$5T cumulative through 2030, with detailed ROI analysis showing \\$1T annual AI revenue required for 10% ROIC against current ~\\$90B baseline, plus supply chain, energy, and governance implications. The page synthesizes public earnings data, analyst projections, and infrastructure constraints into a structured framework for understanding compute concentration dynamics relevant to AI governance.",
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