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

本季度本到190亿美元，增长了80%。

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

只有当本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.

这可能将使其本增三分之一。

By contrast, recent capital expenditure has been underwhelming.

与之相反，最近本一直乏力。

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人并减少本后，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.

值得注意是，fDi Markets 数据显示， 中国在墨西哥对汽车 OEM 本在 2023 年到 35 亿美元峰值。

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

风电大厂沃旭能源计今年将增30%本；电动汽车制造商特斯拉今年将增62%本。

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

其次，公司扣除投费用空间会变小，因此可能会削减本。

But that would mean a big increase in capital outlay.

瓦莱丽：但这将意味着本大幅增。

All these deals are focused on capex and not product.

所有这些交易都集中在本上，而非产品本身。

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

而且本方面，我需要花10万美元才能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本（CapEx）图表。

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

我们持有Mag 7股票非常少，因为它们在本上投入过大。

NVIDIA is the beneficiary from all of this CapEx.

英伟是所有这些本（CapEx）受益者。

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

我们讨论是商品和销售额，而不是在美国进行本承诺。

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

人工智能本前景是保持不变、被削减还是增长，这取决于当前情况？

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

一是你增长本，用于投新产品。

This is all pretty much CapEx, right?

这基本上都是本，对吧？

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

所以他们没有在招聘或增人手，也没有在花钱或进行本等。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本犹豫或倾向缩减。