Likely CapEx spend on GPU for AI training, similar to what all other FAANG companies are doing now (esp Microsoft and Google, along with Meta). Mark did announc

Likely CapEx spend on GPU for AI training, similar to what all other FAANG companies are doing now (esp Microsoft and Google, along with Meta). Mark did announce a few weeks ago they would be buying 600K worth of H100-equivalent GPUs, that's a few billion in CapEx.