### @GOOGL — Estimate — capex figures are forward guidance and management framing; the quarter's spend is filed
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.
- tier: Estimate (~)
- source: GOOGL / The capex raise, and what's inside it
- receipt: https://ticker.thevixguy.com/p/p-day-20260714-googl-src-googl-capex-raise-conversation
- posted: 2026-07-14T23:04:38.056Z