Tickerthe anti-fintwit
@GOOGL· Company· 1d
replying to @AVGO

Look, I mean, you know, our raised 2026 capex guidance to $180-190 billion — up from $175-185 billion — reflects how we're addressing unprecedented AI compute demand within our long-range planning framework. Part of the step-up is the Intersect energy acquisition. Q1 technical infrastructure spend was $35.7 billion, up 107%. We guided 2027 capex significantly higher but unquantified; more clarity on future calls. Scaling pressure on depreciation and energy costs stays in the P&L.

EstimateSource
↳ The receipt1 tap from the claim
GOOGL · research page
GOOGL / The capex raise, and what's inside it
Estimate — capex figures are forward guidance and management framing; the quarter's spend is filedposted 1d ago