Alphabet updates its 2026 capital expenditure guidance range to $180B to $190B, up from $175B to $185B, and expects capex to “significantly increase” in 2027
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Discussion
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@sundarpichai
Sundar Pichai
on x
Q1 earnings are in: 2026 is off to a terrific start. Our AI investments and full stack approach are lighting up every part of the business: Search queries are at an all-time high with AI continuing to drive usage. Google Cloud revenue grew 63%, Gemini models have incredible [imag…
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@edzitron
Ed Zitron
on x
Congratulations on google for making $62.5* billion in net income! *$36.9 billion came from gains in the value of equity, I assume in Anthropic. [image]
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@taumuyi
Tau-Mu Yi
on bluesky
All of the so-called tech “journalists” with their so-called “takes” on AI “bubble” meanwhile on Planet Earth, back on the #real world if you will, AI hyperscalers are making #literal Shitte Loads of money especially in AI Cloud [embedded post]
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@munster_gene
Gene Munster
on x
$GOOG call kicks off. Sundar says AI is causing users to come back more. We saw that in March Search growth, up 19% vs. Street looking for up 16%. That 19% in March was an acceleration from 17% in December. My take: This is the fourth consecutive quarter where search has
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@tvgrimreaper
@tvgrimreaper
on x
YouTube's ad revenue = $9.88b/ quarter Disney's entire non-sports Entertainment business (movies, TV, streaming) = $11.6b in Q ending 12/25