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Sundar Pichai Raised Alphabet's Capex Guidance to $205 Billion the Same Quarter Google Cloud's Backlog Hit $514 Billion. Here's Which Number Actually Matters More.

Key PointsAlphabet expects to spend upward of $200 billion in 2026 on data centers, servers, networking equipment, and chips.

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Sunday assorted links

1. Ken Opalo on the evolution of post-post-apartheid South Africa. 2. Reasonable recommendations for AI policy over at Noah’s. 3. JFV recommends some economics articles. 4. William Vollmann update. 5.

More from Sunday 16 August →