Google Boosts 2026 Spending Estimate to as Much as $205 Billion
THE SO WHAT
Alphabet planning $195–$205B of 2026 capex is a clear message that hyperscaler AI buildout is now on the scale of national infrastructure, not IT budgets. If you’re a large buyer, assume pricing, capacity, and partnership terms will be shaped by this arms race more than by your individual leverage.
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