Post by Shay Boloor on X
Shay Boloor@StockSavvyShay
X$GOOGL said ~60% of capex is going toward servers & machines with ~40% into data centers & networking.
About 50% of 2026 ML compute goes to Google Cloud which means half of their AI compute is being directed toward revenue-generating external demand.

504 likes43 repliesPosted Feb 4, 2026