Broadcom: Huge TPU Demand and Alphabet's Increasing CapEx Plan Fueling This Chip Developer!
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It was Wednesday evening, July 22, 2026, around 11 PM, when Alphabet's CFO Anat Ashkenazi took the floor and communicated the final sentences before the Q&A session. However, they hit hard, as they sent Alphabet's stock down 4%. Firstly, the CapEx was raised from $180 to $190 billion to $195 to $205 billion. Secondly, the CFO immediately indicated that one should expect another significant increase in 2027. The signal is clear: the demand for computing power from Alphabet itself as well as its cloud customers exceeds the supply. The CapEx is...
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