✅ Final Thoughts Friday for 2025-07-25
Google's capex forecast surges to $85B
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💰 + 🤖 The big tech story for the week was Google capex forecast jumping from $75B to $85B.
Techmeme: Alphabet reports Google Cloud Q2 revenue up 32% YoY to $13.62B, vs. $13.11B est., and raises its 2025 capex forecast to $85B, after in February projecting $75B (Jennifer Elias/CNBC)
By Jennifer Elias / CNBC. View the full context on Techmeme.
As context, this increase seems to confirm that Google infrastructure will continue to get even more Googleier.
AI Infrastructure Gets ‘Googleier’ - Techstrong.ai
Google Cloud presented a compelling, deeply-integrated vision for AI infrastructure, emphasizing performance, scale and efficiency.
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