Google reports Q2 results with nearly 2x year-over-year increase in AI infrastructure spending, accelerating capex deployment.

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.