Press Space to continue
Curated tech posts from X on AI, startups, and product development—signal without the doomscroll, updated on weekdays.
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…