Comment by keeda

I dunno if it's a sound strategy that involves repeatedly telling investors [1] and employees [2] over multiple quarters that you are desperate for compute, including leaving a triple-digit billion backlog on the table [3], and then spending so much on CapEx that you have your first negative cash flow quarter ever and taking the inevitable hit to the stock [4], while turning away a large paying customer (who also happen to be a competitor) [5] ;-)

[1] https://www.mindstudio.ai/blog/sundar-pichai-google-compute-...

[2] https://www.cnbc.com/2025/11/21/google-must-double-ai-servin...

[3] https://www.bloomberg.com/news/articles/2026-07-22/google-sa...

[4] https://arstechnica.com/google/2026/07/google-just-had-its-f...

[5] https://thenextweb.com/news/google-caps-meta-gemini-compute-...