MONEY
INTERNALS
AI DATA-CENTRE CAPEX · THE SUPPLY CHAIN
The four, 2026 (guided)
—
The four, next year
—
Supplier X vs 2026
—
Supplier X’s sales vs 2026
—
The four’s spending next year
+0%
Supplier X is illustrative:
1%
of every extra dollar the four spend, plus
0.2%
of the total
Illustrative supplier · the four’s capex: company filings and guidance, July 2026 · not a forecast · educational — not advice
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