alt Hacker News"The company raised its full-year 2026 capex forecast to between $195 billion and $205 billion, with further significant increases planned for 2027." - Alphabet.
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WarmWash • today at 5:26 PM
This is against a $500B+ backlog of demand, which is mostly from OAI and Anthropic.
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.