Q1 2026 Big Tech earnings: $650 billion in AI capex and compute constraints
Summary
Alphabet’s Google Cloud grew 63% and AWS 28% in Q1 2026, while Meta raised its capex guide to $145bn, sending shares down 6%.
Description
Alphabet’s Google Cloud grew 63% and AWS 28% in Q1 2026, while Meta raised its capex guide to $145bn, sending shares down 6%.
Original reporting
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