'NATO 3.0': Defense spending pledges face the Trump test
AI disclosure
Summary
Leaders are expected to focus on whether Europe can turn higher defense spending into military power as Washington pushes allies to shoulder more of the burden.
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The AI spending boom is redefining the US economy:
— The Kobeissi Letter (@KobeissiLetter) July 5, 2026
AI CapEx across Alphabet, $GOOGL, Amazon, $AMZN, Meta, $META, Microsoft, $MSFT, and Oracle, $ORCL, is projected to rise to ~3.2% of US GDP in 2027.
If that materializes, annual CapEx will surpass national defense spending for… pic.twitter.com/GzN7I6APzE