More than ever on AI ramping up capital expenditures, well, to outlooks and to levels that we've really never seen.

Of course, we heard from so many companies this week in terms of trying to meet that soaring demand for AI and stay ahead in that race.

Steve Kovac looks at that in today's tech check. Steve.

Yeah, we got those fresh AI CAPEX numbers, David.

And within those numbers and the commentary from the calls,

we're learning a lot about the different AI strategies for each of these companies.

First of all, everyone is increasing.

Look at them right there.

Microsoft then Paces spend $120 billion, Amazon $11818 billion,

Alphabet $85 billion, meta-72 billion.

The outlier here, though, is of course Apple.

I talked to Tim Cook yesterday about this.

He told me they're significantly increasing spending on artificial intelligence.

That's for both talent and compute, but no real number.

Presumably, though, it's a lot less than those others are spending.

I'm going to get back to Apple a second, but first let's go over what this means for the other names here.

Meta, they call it core AI that's driving the ad growth, but CFO on the call said it's going to

take longer for generative AI investments to pay off.

Unclear what that looks like, but we of course know,

meta likes to scale first and then figure out the monetization later.

As for Amazon and Microsoft,

they're not really consumer-facing AI products there.

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