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Press Space to continue
Press Space to continue
Sundar just told you Google is becoming an infrastructure company and nobody’s repricing. The victory lap covers $400B in annual revenue, 18% growth, and 48% cloud acceleration. The numbers are legitimately excellent. Beat on both top and bottom lines. But the number he slipped in quietly is the one that matters: $175 to $185 billion in 2026 capex. Wall Street was modeling $119.5 billion. Google just told the market it plans to spend 50% more than anyone expected, and nearly double what it…