Google raises FY2026 capex guidance to $195B-$205B, up from $180B-$190B, with further incr
Google raises FY2026 capex guidance to $195B-$205B, up from $180B-$190B, with further increases expected in 2027, which is interpreted as a bullish signal for upstream semiconductor companies.
“$GOOGL updates FY 2026 capex guidance: To $195B-$205B. Up from $180B-$190B. Google is also expected to significantly increase capex in 2027. This is perhaps the most bullish read through on upstream semis from a hyperscaler. https://t.co/dXiI0Ien8X”Original post：X / @aleabitoreddit ↗