P Equity Research 📰: BofA has Google $GOOGL increasing CY26 CapEx by 5% to $190B-$200B due to higher memory costs...😅

Bank of America attributes Google's projected CapEx increase to higher memory costs, indicating a significant impact on hyperscaler spending. This revised outlook suggests a substantial capital allocation towards infrastructure, with memory being a primary cost driver.

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Semicon Twitter · Twitter · 4d ago

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Updated 4d ago · 1 source

P Equity Research 📰: BofA has Google $GOOGL increasing CY26 CapEx by 5% to $190B-$200B due to higher memory costs...😅

Bank of America attributes Google's projected CapEx increase to higher memory costs, indicating a significant impact on hyperscaler spending. This revised outlook suggests a substantial capital allocation towards infrastructure, with memory being a primary cost driver.

View Tweet→