AI and Software
AI spending (capex)
hyperscaler and AI data-center capital spending; its size, returns and sustainability
- Episodes
- 110
- Share
- 10%
- Shows
- 93
- Net sentiment
- +0.11
Bullish 40Mixed 35Neutral 6Bearish 29
The episodes behind it
Why each one was bullish, bearish or in between. Most time on the theme first.
Bullish 40
- Guest argues AI compute demand will keep rising, so orbital capacity will be rented by AI firms.5. AI - Orbital Data Centers Power AI - JOE PISTRITTO & DAVID LIVINGSTON( HOTEL MARS) 092426 · The John Batchelor Show · Sep 24
- Data center costs per gigawatt are rising fast, driving huge spending that flows to chipmakers like Broadcom.Why Broadcom Has Been My Best Buy for 3 Months in a Row · The 7investing Podcast · Sep 25
- Insatiable compute demand means hardware and capacity needs keep growing, supporting AI infrastructure names.The Big 3: AMD, USDE, META · Schwab Network · Sep 25
- Customers keep raising data needs sharply, implying continued, accelerating AI infrastructure build-out for years.Who Feeds the GPUs? Inside AI's Hidden $30B Layer | Renen Hallak, VAST Data · The MAD Podcast · Sep 24
- Anthropic's multi-billion dollar cloud commitment shows large, continuing AI infrastructure investment.Tech and AI Daily — Saturday, September 26, 2026 · My Daily AI & Markets Briefing · Sep 26
- Aggressive AI, defense and climate spending across regions is driving a multi-year earnings boom and growth cycle.Ep. 377: Jay Pelosky on the Tripolar World, the Spending Super Cycle, and the Global Earnings Boom · Macro Hive Conversations With Bilal Hafeez · Sep 25
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- AI infrastructure build-out is massive and compared to railroads, with demand expected to keep rising.Sebastian Mallaby on Artificial Intelligence, Railroads, and Transformative Changes · Backtest · Sep 25
- Third-party data shows AI revenue rising faster than capital costs, implying returns on the buildout are improving.AI Investors Looking At The WRONG Stocks Following Meta's Muse Announcement · The AI Investor Podcast · Sep 24
- Hyperscaler capital spending on AI infrastructure is framed as the largest tech buildout, offering upside.Don’t Wait For Cheaper Stocks — Rebecca Walser On Stocks To Buy Now · Street Talk · Sep 24
- Customers keep raising storage needs by orders of magnitude, suggesting AI infrastructure demand is still accelerating.Who Feeds the GPUs? Inside AI's Hidden $30B Layer | Renen Hallak, VAST Data · The MAD Podcast with Matt Turck · Sep 24
- Capex is reshaping the economy and hyperscaler revenues are expected to accelerate as compute stays scarce.ELITE Strategist: How to position for the NEXT AI trade · Full Signal · Sep 24
- Hyperscalers are seen printing money as compute demand and pricing stay strong.the call: Thursday 24 September | global stocks · The Call from ausbiz · Sep 24
- Data center buildouts are under-configured on memory, implying sustained spending and rising demand.AI's Impact on Memory: Exploring HBM, DRAM & NAND market trends · TechInsights: The Chip-Observer · Sep 23
- AI spending adds roughly one point to GDP growth and drives returns across public and private markets.Torsten Slok’s Macro Update: Higher for Longer and the Road to 2027 · The Allocation: Private Markets for the Total Portfolio · Sep 23
- Safety scrutiny is viewed as a tailwind to compute and capex, which remain constructive this year and next.The Unexpected Investment Case for AI Safety · Thoughts on the Market · Sep 23
- Massive data center build-out is driving strong demand and growth, though financing scale raises concern.Steve Hou - Data Over Narrative · The Business Brew · Sep 23
- Enterprises moving from training to inference and agentic AI drive growing infrastructure spending.From Bare Metal to AI: Supermicro and VMware Cloud Foundation · Virtually Speaking Podcast · Sep 22
- Large data center campuses and portfolio growth signal sustained AI infrastructure investment demand.302. High-Stakes Dealmaking: How to Spot Undervalued Assets Before Everyone Else — with Anita Verma-Lallian · Win the Day · Sep 22
- Waldron says demand for compute exceeds supply and capex is driven by strong profits and growth.Goldman Sachs President & COO John Waldron: Rooting for the English Majors · Inside Blackstone · Sep 22
- Nvidia cites huge hyperscaler capex expectations and backlog, implying strong infrastructure demand.Nvidia CEO Jensen Huang Says “No Slowdown” for AI — The Global Race Is Just Beginning · USA News Today · Sep 21
- Hyperscaler capex surging into trillions offsets tightening with procyclical stimulus.Why the Bond Market May Be the Stock Market's Biggest Risk · The Markets · Sep 25
- AI data-center build-out costs around $50 billion per gigawatt, driving demand for cheaper capacity options.272: Space, The Final Investing Frontier - How AI and Technology Are Expanding the Economy · The Bid - An Investing Podcast from BlackRock · Sep 25
- AI capex adds 70 to 100 basis points to GDP growth and is expected to persist for years.Dennis DeBusschere: The Economy Must Respect The 'Speed Limit' · On The Tape with Danny Moses · Sep 23
- Ho argues AI demand is real and that continued investment is necessary to avoid harming the wider economy.Ep. 47 Former TSMC CFO Lora Ho on Trust, Culture, and Leadership in the AI Era · Perspectives with Wenchi Yu · Sep 21
- Dimon sees hyperscaler AI spending boosting GDP and possibly lowering inflation long term.Nasdaq posts record close driven by AI trade · Squawk Box Europe Express · Sep 21
- Computer equipment orders and core capital goods orders are growing strongly on AI investment.The (Not So) Great Wealth Transfer · Moody's Talks - Inside Economics · Sep 25
- Heavy AI capital spending keeps supporting growth, though funding and execution risks remain.9AM HOUR: 5% Yields Watch; Tech Titans at Trump-Xi Dinner; Oracle's Data Center "Force" 9/25/26 · Squawk on the Street · Sep 25
- Data center demand for power and equipment remains strong with no signs of project changes or bookings softening.AI Meets the Physical Economy · Thoughts on the Market · Sep 25
- Data center and AI investment is driving growth, with credit opportunities in AI-direct and power financing.Invesco's Levitt: 'The onus is on the bears' to prove there's trouble ahead · Money Life with Chuck Jaffe · Sep 25
- Hyperscaler AI capex growing to $1.2 to $1.4 trillion provides a strong earnings tailwind for stocks.Bitcoin & Stocks Are Going Higher (The Money Printer Is Coming) | Darius Dale · The Pomp Podcast · Sep 24
- Meta's heavy AI and hardware investment is starting to pay off, and Nvidia estimates are still rising.Mark Zuckerberg's new era · Sozzi Unleashed · Sep 24
- Data center buildout demand remains strong, with memory and CPU demand growing alongside GPUs.Trump-Xi Summit, Navigating Higher Yields, Oracle’s ‘Force Majeure’ 9/24/26 · Power Lunch · Sep 24
- The AI infrastructure build-out is booming and is not expected to slow from Fed rate moves.Why Markets May Be Pricing in Too Many Fed Rate Hikes · Exchanges · Sep 23
- Guests argue AI capex still early and rising sharply, supporting earnings and the AI trade.OpenAI’s Latest Models, Bitcoin’s Recent Rally, Tech Portfolio Check 9/22/26 · Power Lunch · Sep 22
- Siegel sees hyperscaler spending staying high and AI stocks rallying, though he hopes AI boosts margins of adopters.What Strong Growth Means for the Fed and Markets · This Week in Business · Sep 25
- Negative free cash flow from AI investment is viewed as deliberate and expected to turn positive.Top 1% Portfolio Manager: 7 stocks to BUY for the AI bull run! · Full Signal · Sep 23
- Hyperscaler capital commitments of roughly three quarters of a trillion dollars support long-term battery demand.Chris Milligan on Arkansas' $2 Trillion Lithium Opportunity · Free Arkansas · Sep 22
- El anuncio de una alianza de 2 mil millones con Anthropic disparó la acción de Accenture un 8%.El motor matemático de los inversores profesionales · Café y Finanzas - By Rancel Solutions · Sep 21
- AI-driven tech rally lifted the Nasdaq and tech sector sharply this week.TWIFO 515: Tech Explodes and Crude Sinks While the 10-Yr Yield Soars · The Options Insider Radio Network · Sep 25
- Microsoft builds infrastructure for a diverse customer base and its own products, not speculative capacity.Satya Nadella on Microsoft's agent bet and AI’s trust problem · Sources with Alex Heath · Sep 25
Bearish 29
- Hyperscaler spending far outpaces AI revenues, raising doubts about returns and sustainability.What’s at stake in AI’s trillion-dollar gamble · MIT Technology Review Narrated · Sep 23
- Oracle's capex roughly doubled and drives negative free cash flow, raising concern about funding AI buildout.¿Hasta Dónde Llega el Riesgo de Oracle en Inteligencia Artificial? · Market Insights · Sep 25
- Capex of $130-200B with near-zero free cash flow through 2028 raises sustainability and return concerns.TIP848: Meta (META): What the Market Misses? w/ Daniel Mahncke & Shawn O'Malley · The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network · Sep 24
- Endless capex needs and lack of pricing power threaten hyperscaler margins and returns.AI Is Turning Big Tech Into a Commodity Business · Know Your Risk Podcast · Sep 22
- Data center build-out is funded by heavy borrowing and off-balance-sheet debt, with many planned projects likely delayed or canceled.The $1.7 Trillion Data Center Bet, and Why Apple is Getting Into the Subscription Game · The Prof G Pod with Scott Galloway · Sep 21
- Hosts argue data center capital spending is surging unsustainably and likely faces a retrenchment.Episode 30: What Are We Getting With All These Data Centers? · Power and Consequences · Sep 21
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- Capex of roughly $89 billion over twelve months has consumed free cash flow and pressures margins.Meta Muse: The AI Agent Era Has Arrived! · Chip Stock Investor Podcast · Sep 25
- Hyperscaler returns on incremental capital are falling, and data center spend may outrun sustainable demand.Jim Chanos & Gary Marcus: Circular AI Financing, The Agentic Economy & Doomsday Scenarios · RiskReversal Pod · Sep 25
- A slower model race implies less capital spending on chips and data centers, hurting suppliers.THE AI SLOWDOWN SHOCK: Why Tech Giants Just Agreed to Hit the Brakes! · Wall Street Truthbombs Podcast · Sep 22
- Speakers argue hyperscale data center spending and AI financing look unsustainable and resemble malinvestment.Kontrarian Korner #153 - Dexter White · Kontrarian Korner · Sep 21
- Data center build-out is seen as significantly overbuilt relative to what business outcomes require.Can We Have AI and a Liveable Planet? · Agents Of Tech · Sep 27
- Hyperscalers' roughly $700 billion AI capex is forcing debt raises and credit downgrades.The Enron-Era Tricks Are Back in AI: How These Companies Are Hiding Their Debt | The Weekly Wrap · The Real Eisman Playbook · Sep 25
- Oakley doubts AI profitability forecasts and warns heavy debt-funded AI buildouts may not deliver promised returns.Ready For A Bear Market? Most Investors Aren't | Ted Oakley · Thoughtful Money with Adam Taggart · Sep 24
- Hyperscaler capital demand and possible financing strain are framed as the main downside risk to Ireland.The Ed Sheeranisation of Irish Economic Policy · The David McWilliams Podcast · Sep 22
- OpenAI's projected $856B compute bill and $278B cash burn are framed as an unsustainable infrastructure bubble.[AI WEEKLY RUNDOWN] AI Near-War Conflict, OpenAI’s $278B Cash Burn, & Claude Hacks OpenAI Accounts (Sept 13–20, 2026) · AI Unraveled: Enterprise Strategy, Agentic Systems & Daily Tech News · Sep 21
- Hosts argue capex may outrun demand, creating overcapacity and debt risk on the path to long-run growth.From Cartoon Apes to Reddit Mania: Why Crowds Lose Their Minds With Money · The Acquirers Podcast · Sep 24
- Hosts argue data center buildout strains consumers and may collapse, raising bubble and bust risk.380. RTX 6090 Launch Leak, AMD RDNA5 and PS6 Neural Ray Tracing, Nvidia AI Desperation · Broken Silicon · Sep 22
- Chanos warns capex-driven earnings and GPU depreciation assumptions resemble the telecom bust.Jim Chanos | Founder of Kynikos Associates | Enron, Beyond Meat, and the "Golden Age of Fraud" · Trinity SMF Podcast · Sep 22
- Speakers doubt returns on AI investment and see financing as unsustainable.Stock Picking in Difficult Times with George Noble | The Real Eisman Playbook Ep 76 · The Real Eisman Playbook · Sep 21
- Token and credit-based AI spend is becoming complex and hard to track, raising cost management concerns.Building the Five Foundations of AI Value With Mobile Mentor · Tech Talks Daily · Sep 26
- Speakers see AI valuations as expensive and question sustainability, though AI remains a theme to own.Innovative ETF Investing Strategies · Money Tree Investing · Sep 25
- Heavy capex with uncertain returns could cause meaningful economic and market disruption if it pulls back.Talk Your Book: Price Is the Ultimate Factor · Animal Spirits · Sep 21
- SoftBank's large borrowed bond sale to fund its OpenAI stake signals leveraged strain on AI build-out financing.Trump, Ng and LeCun All Attacked the Same Motive · The Context Report: Today in AI · Sep 21
- Oracle's force majeure claim on a Stargate data center signals strain in early AI capital spending.How NVIDIA Is Secretly Coming for Anthropic & Open AI | Morgan Stanley's Head of US Thematic Research · The Wall Street Skinny · Sep 26
- He expects AI capex to retrench, which he sees as a likely trigger for recession.Back-to-School on the Markets with Jeffrey Gundlach (DoubleLine) & Solita Marcelli (UBS) · UBS On-Air: Market Moves · Sep 25
- AI capital spending is seen as a driver of higher rates and a possible source of the next shock.The Bond Market Pain Isn't Over | Weekly Roundup · Forward Guidance · Sep 25
- Hyperscaler borrowing for AI may crowd out Treasuries and raise default risk for heavily exposed firms like Microsoft.Canaries in the Treasury Coal Mine with Bill Dudley & Jonathan Payne | Markus Academy | 167-2 · Markus' Academy · Sep 23
- Overspending and overinvestment in AI data centers is likely to bring write-offs and pressure valuations.We’re in a Debt Bubble — And the Pressure Is Building. · Wealthion · Sep 21
- Oracle's force majeure notice on its New Mexico data center raises questions about project obligations.10AM Hour: China’s Xi Arrives at White House, Why A Diesel Export Ban Could Make Matters Worse, Fed’s Paulson Signals more Rate Hikes 9/24/26 · Squawk on the Street · Sep 24
Mixed 35
- Few companies quantify AI benefits, so the payoff from heavy AI investment remains unproven.The AI Economy: Separating Fact From Hype · What's Next For Markets · Sep 27
- Hosts say infrastructure capital is slowing in productivity, with some layers now rotating toward applications.Is the AI Bull Market Moving Past Semiconductors? · Chip Stock Investor Podcast · Sep 25
- Frontier labs buy large compute share, so their slowing growth could hurt infrastructure spending; the long-run agent demand still supports it.The AI Compute Trade Is at Risk - Here’s What Could Win Next · Milk Road Stocks · Sep 25
- Trillion-dollar AI infrastructure spending is seen as breathtakingly expensive, with returns still unproven.Market View: The Trillion-Dollar AI Spending Boom: Who Wins, Who Gets Disrupted? · Live Well with Michelle · Sep 24
- Trillions in announced data center spending is far larger than committed capital, but energy demand still needs to grow.Episode 67: AI, Cybersecurity & Digital Infrastructure with Richard Rodriguez · In-Basin Observations · Sep 27
- He notes capex drives GDP growth yet argues it may overinvest, with a few years of runway left.THE REAL EDGE IS IN PEOPLES’ HEADS (Guest: Ahmed Husain) · The Market Huddle · Sep 26
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- Hyperscaler capex is enormous and may be funded by eroding free cash flow, a classic boom-bust risk, though hyperscalers are well placed.E434: Warren Gibbon on How AI is Changing the Private Markets · How I Invest with David Weisburd · Sep 25
- Massive compute demand drives investment, but physical limits threaten timelines and returns.[AI DAILY NEWS RUNDOWN] Oracle Force Majeure on OpenAI Data Center, DeepSeek Hits $1B Run Rate, Google Orbital TPUs, Anthropic $11.6B Akamai Edge Deal & Trump-Xi Summit · Android iOs & AI Unleashed - Exploring Cutting-Edge AI Trends in the Mobile World (English & French) · Sep 25
- Spending drives the economy, but the speakers warn it may be unsustainable and could unwind.The Next AI Trade | Liam Dalton | Ep. 4 · Mispriced Assets Podcast · Sep 22
- Massive capex needs eventual ROI; demand is strong but efficiency and limits remain uncertain.Bitcoin & Sports Teams Are The Best Hedge Against Inflation | Chris Kelly · The Pomp Podcast · Sep 23
- Data center buildout is bottlenecked by power and transformers, threatening capex plans and timelines.[AI WEEKLY NEWS RUNDOWN] Oracle Force Majeure Shakes OpenAI, Training Pauses & Rogue Agents, DeepSeek Hits $1B, Google Space TPUs, & Trump-Xi Summit (Sept 27, 2026) · AI Unraveled: Enterprise Strategy, Agentic Systems & Daily Tech News · Sep 27
- Power constraints and stalled data center contracts question how fast AI infrastructure spending can scale.[AI WEEKLY NEWS RUNDOWN] Oracle Force Majeure Shakes OpenAI, Training Pauses & Rogue Agents, DeepSeek Hits $1B, Google Space TPUs, & Trump-Xi Summit (Sept 27, 2026) · Android iOs & AI Unleashed - Exploring Cutting-Edge AI Trends in the Mobile World (English & French) · Sep 27
- Goldman sees the 15% return hurdle as achievable but relies on heavy assumptions about scarcity, pricing and off-balance-sheet capital.Daily Digest Sep 27: Democrats Favor a Military Coup, 43% of Americans View Socialism Positively, and AI Agents go Rogue · Peak Prosperity · Sep 27
- Ohio campus and leases imply huge future hardware demand, but the guarantees carry downside if tenants fail to pay.Why NVIDIA Paid 86 Times Revenue for Hugging Face · Deep Dive · Sep 26
- Massive AI spending boosts GDP and chip makers, but corporate payoff from it remains unproven.Market Starting To Crack Under High Bond Yields? | WMR 9 24 26 · Thoughtful Money with Adam Taggart · Sep 26
- AI data-center spending supports stocks but also keeps the economy hot and pushes yields up.Bond Yields Hit 2007 Highs, Costco Cashes In on Inflation · The Rundown · Sep 25
- Guest sees hyperscaler capex slowing next year, making valuations more vulnerable, while spending still supports some plays.Power Lunch 9/25/26 · Power Lunch · Sep 25
- Hyperscaler spending supports growth but returns are not yet visible, so payoff timing is uncertain.Billion Dollar Fund Manager is Getting Defensive- Here Are 10 Stocks He Still Likes · In the Money with Amber Kanwar · Sep 24
- Record AI infrastructure borrowing raises sustainability questions, though demand for financing remains strong.9AM HOUR: Markets and the Trump-Xi Summit, Oracle Slides, Meta's New Products and "Muse-Mania" 9/24/26 · Squawk on the Street · Sep 24
- Hyperscaler capex near a trillion dollars is compared against free cash flow, raising sustainability questions.The Wobbly House of Cards (EP. 483) · Animal Spirits · Sep 23
- Massive AI capex supports growth, but sustainability and its real benefit to incomes are questioned.Top Investment Chief: 2 sectors to BUY to beat AI DOOMSDAY · Full Signal · Sep 22
- AI supply chain drives market returns, but permitting delays and local opposition add build-out risk.Sustainable Investing Perspectives: Investing in Global Transitions · UBS On-Air: Market Moves · Sep 22
- Capex drives demand and wealth effects in the US but is not yet deflationary; a crash would be a later risk.Buy the Bond Blow-Up? · GlobalData TS Lombard: Perkins Vs Beamish · Sep 25
- Hyperscaler and neocloud debt issuance is huge, but its risk versus Treasuries is contested.Microsoft to Take On Muse, Trump & Xi Dinner, The Mansion Section | Diet TBPN · TBPN · Sep 25
- AI build-out is cited as a rate pressure, but guests disagree on its scale of impact.4 Tech Arguments (Number 3 Will Shock You), Mansion Section, John Arnold Joins | Viswa Colluru, Jake Adler, Adam Korsunsky · TBPN · Sep 25
- Hosts note the economy is tied to AI and that too-big-to-fail risk could arise.Anthropic Is Accused of Faking the AI Panic · Valuetainment · Sep 24
- Oracle's force majeure notice on a Stargate site raised doubts about data center project timing and financing.Closing Bell Overtime: Global Bond Rout Continues 9/24/26 · Closing Bell · Sep 24
- Global AI spend hits $2.7T, but only about 20% shows business outcomes, though some value may justify it.Anthropic Hits the Brakes, 10% Extinction Odds, and $2.7T in AI Spend · ShipTalk: AI, DevOps & Software Delivery · Sep 23
- AI investment boosts productivity long term but absorbs capital and creates early inflationary and infrastructure strains.Chief Economists Outlook: what bond yields and interest rates tell us about the global economy · Radio Davos · Sep 22
- Massive AI capital spending drives earnings and bond issuance, potentially crowding out other capital.The Investor's Sword and Shield | EP 228 · Art of Boring · Sep 25
- A data center IPO was delayed and a loan fell, but the Nasdaq hit record highs on AI stocks.Daily Digest Sep 23: Trump Tells UN He May Annihilate Iran, Calls for US Diesel Export Ban - China Outbuilds US Drones 300-to-1 · Peak Prosperity · Sep 23
- Infrastructure is seen as possibly underbuilt on constraints, yet overbuilt in the near term, with losers likely.20VC: Why AI Cannot Replace Humans in Enterprise | Why Work Processes Not Models Will Be The Most Valuable Asset in AI | Why Europe Has Lost and Building in the US vs EU with Daniel Dines, UiPath · The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch · Sep 21
- Perold sees AI as potentially transformative but acknowledges high valuations and uncertainty about outcomes.André Perold – Investing Through Exponential Change (EP.516) · Capital Allocators · Sep 21
- Crusoe's leveraged data center bet looks exposed to an AI capex slowdown, though upside is large.20VC: Meta's Muse Hits No. 1. ChatGPT Finally Has a Rival | Menlo Sounds the AI Bubble Alarm | Factory Triples Its Valuation to $5 Billion | Keith Rabois vs Airwallex: Who is Right? | Crusoe's $3.9 Billion Round. Is the Data Centre Trade Overheating? · 20VC · Sep 24
- Massive AI buildout could drive inflation and high real rates, but its productivity payoff remains uncertain.Gita Gopinath on Trade, Currencies, and Economic Transformation · Conversations with Tyler · Sep 23
Neutral 6
- Hyperscaler capex estimates above $6 trillion through 2030 drive a massive debt-funding need, described factually.Amanda Lynam, Chief Credit Strategist in Global Investment Research, Goldman Sachs · Alpha Exchange · Sep 23
- Discussed only as a backdrop to enterprise AI adoption, without investment figures.How Equinix Is Building the Infrastructure for the Agentic AI Era · The Ravit Show · Sep 23
- Oracle's force majeure letter looked like a legal hedge, with the project still expected on time.Muse, Moonshots and the House Always Wins—Until the Market Calls · Behind the Markets Podcast · Sep 25
- Discussed as the driver of memory shortages through data-center buildouts.Ron Johnson & buying iPhones in Apple Stores on the AppleInsider Podcast · AppleInsider Podcast · Sep 25
- Discussed briefly as a driver of rising electricity demand, without investment analysis.The History – and Future – of TMI · Susquehanna Scout · Sep 24
- Brief mention of orbital AI compute ambitions, discussed factually without investing angle.BSV Podcast 0175: Source Energy · Eye of the Dragon · Sep 24
Around it
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- Full Signal3
- Power Lunch3
- Squawk on the Street3
- Animal Spirits2
- AI Unraveled: Enterprise Strategy, Agentic Systems & Daily Tech News 2
- The Real Eisman Playbook2
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