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Google reports Q2 results with nearly 2x year-over-year increase in AI infrastructure spending, accelerating capex deployment.
Hyperscaler capex trajectory sets industry benchmark: Google's doubled spend implies 200+ exaflop incremental deployment; establishes floor for peer capex expectations and validates 3-5 year saturation thesis.
Trade pressSlicast · July 23, 2026 · US · Source: Investing.com
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