Mac 7 companies have already committed around $700 billion in capital expenditures to buy more chips for data centers in 2026.

TSMC is planning a $52-56 billion expansion in 2026.

Applying a conservative 20x multiple to $400 billion in earnings means Mac 7 companies' combined market cap needs to increase by about $8 trillion to justify upcoming capital expenditure spendings.

Four AI companies are spending almost $700 billion this year to build data centers across the United States.

Now in order for the trip companies to continue to generate 2 to 4x of earnings in the following years, the Max 7s need to commit at least $2 trillion or more in the coming years.