Alphabet (GOOGL) CFO says we expect Capex between USD 180-190bln (prev. guided USD 175-185bln) this year and to significantly increase in 2027 from 2026
Importance
Level 1
- About 60% of investment in Q1 technical infrastructure was in servers, other 40% was in data centres and networking equipment.
- Expect a low single digit percentage point headwind to cloud operating margin for the remainder of 2026 related to the Wiz acquisition