Big Tech Capex is accelerating +44% YoY to ~$610B in 2026. What are the best bets to surf this wave (besides Nvidia)?

If you compare CAPEX numbers of big hyperscapers, you can still sing "show must GOOOO OOOONNN!!!!"

|Company|2025 Est|2026 Guidance/Est|YoY Growth|
|:-|:-|:-|:-|
|**Meta**|\~$72B|**\~$125B**|**+74%**|
|**Amazon**|\~$131B|**\~$200B**|**+53%**|
|**Alphabet**|\~$120B|**\~$180B**|**+50%**|
|**Microsoft**|\~$100B|**\~$105B+**|\+5%|
|**TOTAL**|**\~$423B**|**\~$610B**|**+44%**|

What do you think are the best companies to surf this wave? Money has to go somewhere, not only NVDA, right?
And obviously, some companies have already appreciated a ton. I am looking for stocks which are not in a crazy multi-year highs now, and at acceptable multiples, but are still heavily exposed to this big wave.

Got any?