Capital spending hit 19bn dollars in the quarter, a rise of 80%.

本季度的资本支达到190亿美元，增长了80%。

Capex announcements will move the price only if they deviate from these expectations.

只有当资本支公告与这些预期现偏差时，才会对股价产生影响。

That could raise its capital spending by a third.

这使其资本支增加三分之一。

By contrast, recent capital expenditure has been underwhelming.

与之相反，最近的资本支一直乏力。

Intel's share price plunged by 26% after it announced plans to cut 15,000 jobs and reduce capital spending.

英特尔宣布计裁员15000人并减少资本支后，其股价暴跌26%。

Noticeably, Chinese capital expenditure on automotive OEM in Mexico peaked at $3.5bn in 2023, fDi Markets figures show.

值得注意的是，fDi Markets 的数据显示， 中国墨西哥对汽车 OEM 的资本支 2023 达到 35 亿美元的峰值。

Orsted, a wind-farm champion, plans a rise of 30% this year; Tesla, an electric-car maker, a jump of 62%.

风电大厂沃旭源计今增加30%的资本支；电动汽车制造商特斯拉今增加62%的资本支。

Second, companies would have less scope for deducting investment expenses, and hence might pare back capital spending.

其次，公司扣除投资费用的空间会变小，因此会削减资本支。

But that would mean a big increase in capital outlay.

瓦莱丽：但这意味着资本支的大幅增加。

All these deals are focused on capex and not product.

所有这些交易都集中资本支上，而非产品本身。

And the CapEx, it's like, I need $100,000 to have a robot fold my laundry.

而且资本支方面，我需要花10万美元才让机器人帮我叠衣服。

This is the CapEx chart that we've shown here before.

这是我们之前展示过的资本支（CapEx）图表。

We hold very few Mag 7 stocks because of the outsize spending on CapEx.

我们持有的Mag 7股票非常少，因为它们资本支上投入过大。

NVIDIA is the beneficiary from all of this CapEx.

英伟达是所有这些资本支（CapEx）的受益者。

We're talking goods and sales, not a CapEx commitment in America.

我们讨论的是商品和销售额，而不是美国进行的资本支承诺。

Does the outlook for AI CapEx hold, get cut, or grow based on what's happening?

人工智的资本支前景是保持不变、被削减还是增长，这取决于当前的情况？

One is your growth capex, where you're going to invest for newer products.

一是你的增长资本支，用于投资新产品。

This is all pretty much CapEx, right?

这基本上都是资本支，对吧？

So they are not hiring or adding or spending or doing capex, etc. Yeah.

所以他们没有招聘或增加人手，也没有花钱或进行资本支等。嗯。

We've heard no inclination or hesitation about the CapEx spend from all of them.

我们听到他们当中没有人表现对资本支的犹豫或倾向缩减。