Saturday, August 1, 2026

Tech Sector Capital Allocation

1 article

Alphabet lifts 2026 capex guidance as four hyperscalers commit $650B combined

Alphabet lifts 2026 capex guidance as four hyperscalers commit $650B combined

Alphabet raised its 2026 capital expenditure outlook, adding to a combined $650 billion spending plan among four AI hyperscalers for the year. Vertiv and Nvidia partnered on 800-volt DC power platforms for AI data centers, signaling infrastructure vendors are locking into multi-year buildout commitments.

Salvado