3 hours ago
Feedback: this tracker is missing SpaceX, which will spend an estimated $300B on AI CapEx in 2027.
3 hours ago
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.
7 hours ago
Putting revenue vs needed revenue on a shared log scale makes the gap look like it's shrinking when in fact the opposite is true. If you want to show the revenue gap, plot the gap itself.
Logarithmic graphs absolutely suck for actual humans. Do not use them if you give even a tiny fraction of a shit about communication.
6 hours ago
thank you! fixed
4 hours ago
It's a million times better. Thanks!