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Putting revenue vs needed revenue on a shared log scale is idiotic. It makes the gap look like it's shrinking when in fact the opposite is true. Logarithmic graphs absolutely suck for actual humans.
Feedback: this tracker is missing SpaceX, which will spend an estiamted $300B on AI capex in 2027.
thank you, added. SpaceX started filing with the SEC this year: $16.4B in Q3 2026, $44.6B over the last twelve months. $300B for 2027 is a forecast; the tracker only counts spending that's already been reported.