Alphabet is slashing its data center spending, boosting 2026 capex to $195B–$205B — a $10B leap — betting big on AI acceleration, even if it means raising capital beyond cash flow. Nvidia and Broadcom stand to gain massively as Alphabet leans on GPUs and custom AI chips. Despite a stock dip, analysts see this as a long-term play with huge upside, fueled by Google Cloud’s growth and poised to reshape AI infrastructure.
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