Of this 194 billion, how much are one-offs? If intel builds one plant (in 2011) for 43 billion and average investmenr in 2011 was 109 billion, then intel is like 45% of all.

So in 2023 maybe there was some other big one off?

Of course a factory is still a factory, so the one-off thing is a bit misleading, but what I try to say that it seems one big factory takes 40% of investment. What would be the spending for 10? 400 bilion? One is still better than zero though and probably has subcontractors.