The post highlights significant ongoing AI-related capital expenditures by major tech companies, suggesting the AI growth narrative is far from over. Microsoft's ($MSFT) $20 billion deal with Nubis Communications ($NBIS) and Meta's ($META) projected $600 billion capex by 2028, alongside substantial spending from Amazon ($AMZN) and Google ($GOOGL), indicate strong demand for AI infrastructure. Investors should consider the sustained growth in AI-related spending by hyperscalers as a potential tailwind for companies in the AI supply chain.