The ~$750B question posed as a DESTINATION, not a spender: where does the aggregate AI capex actually land, on what projects? The taxonomy — chips (Nvidia/AMD/TSMC/Broadcom + custom silicon like Jalapeño), datacenters (Stargate, Camellia, Colossus + the 100s of sites), power (gas turbines, nuclear-for-AI, grid), land/cooling/water. Sibling to hyperscaler-capex-big-picture, which cuts the SAME money by spender; this one follows it to where it physically lands. Most destinations have no thread yet — that's the worklist.
