✅ Final Thoughts Friday for 2025-07-25
💰 + 🤖 The big tech story for the week was Google capex forecast jumping from $75B to $85B.
https://www.techmeme.com/250723/p34#a250723p34
As context, this increase seems to confirm that Google infrastructure will continue to get even more Googleier.
https://techstrong.ai/aiops/ai-infrastructure-gets-googleier/
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