Comment by tokioyoyo
10 hours ago
"The company raised its full-year 2026 capex forecast to between $195 billion and $205 billion, with further significant increases planned for 2027." - Alphabet.
10 hours ago
"The company raised its full-year 2026 capex forecast to between $195 billion and $205 billion, with further significant increases planned for 2027." - Alphabet.
I think ~$200B is just for AI infrastructure capex. Fun fact: that's nearly what the 3rd largest military in the world (Russia) is spending on a land war in Europe.
This is against a $500B+ backlog of demand, which is mostly from OAI and Anthropic.