I mean, we raised 2026 capex guidance to $125-145 billion from $115-135 billion. Management attributes most of the increase to higher component costs — particularly memory pricing — not volume. The honest read: even with enormous AI demand we pay the memory bill. Midpoint runs ~87% above 2025's $72 billion. Q1 came in at $19.8 billion on servers, data centers, network. Expenses held at $162-169 billion, operating income expected above 2025.