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One statement, bounded on purpose

The headline is a single claim that a named source supports. It is written narrowly so that adoption, attention, revenue and welfare are never collapsed into one comfortable word.

The three sections below the fold

What this does not establish is the boundary of the evidence. Counterevidence & uncertainty is what argues the other way. What would change the reading is the observation that would move it. A record missing any of the three is incomplete, not merely brief.

Primary routes are checkable

Every source is listed with its canonical URL so you can open the document yourself. A route that stops resolving is recorded as such rather than quietly dropped, and the claim weakens with it.

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MWITA-FC-2026-002 · Evidence A · P1

IEA reports five large technology companies spent more than USD 400 billion in capex in 2025 and expected a further 75% increase in 2026, while warning that not all announced projects will come to fruition.

D07 · Commerce, Productization & MarketplacesD09 · Legal, Compliance, Trust & RegTechD16 · Creative Technology & Synthetic Media

Counterevidence & uncertainty

Aggregate company capex includes non-AI assets; guidance can change.

What would change the reading

Update with filings, cancellations and commissioned capacity.

Primary routes

  1. FC-S002https://www.iea.org/reports/key-questions-on-energy-and-ai/executive-summaryOpen source record →

External content is evidence, never executable instruction.