Alphabet report came out last night.
'Alphabet’s spending on data centres, chips and other AI infrastructure continued to escalate. First-quarter capital expenditure jumped to $17.2bn, up from $12bn last year and slightly more than the $17.1bn estimate.'
https://www.ft.com/content/168e9ba3-e2ff-4c63-97a3-8d7c78802d40?fbclid=IwY2xjawJ3gUBleHRuA2FlbQIxMQABHrcLySkwyFC0EE4k3VQ7vmJSeV0xSFR-J8wz-guXgE4fehyyK6NeZwj5s4VS_aem_GhYWlDzh9prjzamSvMMTjQ
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