Thursday, July 30, 2026

Mega-Cap Tech Sector

1 article

Alphabet Hikes 2026 Capex as Hyperscalers Commit $650B to AI Buildout

Alphabet Hikes 2026 Capex as Hyperscalers Commit $650B to AI Buildout

Alphabet raised its 2026 capital expenditure outlook as data shows four AI hyperscalers plan roughly $650 billion in combined 2026 spending. Vertiv partnered with Nvidia on 800-volt DC power platforms for AI data centers, pulling infrastructure suppliers into multi-year buildout commitments.

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