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Alphabet Spends About 60 Cents of Every Technical Infrastructure Dollar on Servers. Nvidia's Biggest Customers Were Just Told Prices Are Going Up More Than 15%.
Source: Nasdaq
Technology & InnovationCompany Fundamentals
Alphabet said about 60% of its Q2 technical infrastructure capital budget was allocated to servers, the largest single line item in its capex plan. The disclosure is informational on investment mix, without clear indication of changes to profitability or guidance.
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