“The stock that jumped 36% on an OpenAI data center deal just ramped spending 249%, the exact runaway-capex pattern that has wrecked investors in every prior buildout.”
“Oracle, which has been signing huge AI cloud deals, tops the chart, having ramped up capex by 249% over the past year.”
Prices are point-in-time snapshots from the named provider. The verdict compares the return since entry against the band above.