✅ Final Thoughts Friday for 2025-07-25
💰 + 🤖 The big tech story for the week was Google capex forecast jumping from $75B to $85B.
Alphabet reports Google Cloud Q2 revenue up 32% YoY to $13.62B, vs. $13.11B est., and raises its 2025 capex forecast to $85B, after in February projecting $75B
By Jennifer Elias / CNBC. View the full context on Techmeme.
As context, this increase seems to confirm that Google infrastructure will continue to get even more Googleier.
AI Infrastructure Gets ‘Googleier’ - Techstrong.ai
At the AI Infrastructure Field Day in April, I spent a full day immersed in Google Cloud's vision and capabilities for powering the next wave of artificial intelligence (AI). From purpose-built hardware like Google's own TPUs and NVIDIA GPUs to sophisticated storage solutions and networking fabrics, Google presented a comprehensive
