“Google is dumping $175B-plus into AI infrastructure this year and can fund it from its other cash gushers, the biggest single bet in the buildout.”
“physical capital expenditures among the hyperscalers of Meta, Alphabet, Amazon, and Microsoft alone will comfortably exceed $600B this year, up from $370B last year. Alphabet alone expects its spending to reach $175B-$185B in 2026”
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