Seeing Alphabet’s 2026 capex hit $180B is mind-blowing. That’s more than the entire GDP of Slovakia or Ecuador. It really puts the ‘AI Arms Race’ into perspective—it’s not just a software battle; it’s a massive, physical infrastructure land grab that only a few ‘nation-state’ sized corporations can afford to play in.
Seeing Alphabet’s 2026 capex hit $180B is mind-blowing. That’s more than the entire GDP of Slovakia or Ecuador. It really puts the ‘AI Arms Race’ into perspective—it’s not just a software battle; it’s a massive, physical infrastructure land grab that only a few ‘nation-state’ sized corporations can afford to play in.