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Lead DevelopmentFACT · 4/5•30 Jul '26•Via techcrunch

Investors Favor Cloud Hosts as Amazon Boosts AI Capex

Amazon reported stronger-than-expected Q2 results on 2026-07-30, driven by a 37% year-over-year increase in AWS revenue and a nearly 10% after-hours stock jump. The company spent $173 billion on property and equipment for the fiscal year ended June 30 (up from $107.65 billion the prior year), raised its 2026 capex forecast from $200 billion to $220 billion, and recorded its first period of negative free cash flow this year with $7.6 billion less cash than a year earlier. The article argues investors currently prefer cloud hosts with clear revenue (like Amazon, Microsoft, and Google) while remaining skeptical of large AI labs and companies with heavy capex but unclear monetization (e.g., Meta). It highlights Amazon’s investments in chips (Trainium TPU and Arm-based Graviton) and warns that long-term demand for AI compute will determine whether the buildout is sustainable.

•Amazon reported better-than-expected second-quarter earnings; its stock rose nearly 10% in after-hours trading.
•Amazon spent $173 billion on property and equipment for the fiscal year ended June 30, up from $107.65 billion the prior year.
•Amazon raised its 2026 capex forecast from $200 billion to $220 billion.

Entities:Amazon Microsoft Google Meta Anthropic

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FACT · 4/523 Jul '26· Via CNBC Technology

Google Cloud Customers Spend 50% More; Revenue Jumps 82%

Google Cloud CEO Thomas Kurian told CNBC that existing customers are spending roughly 50% more than their contractual commitments, contributing to an 82% year-over-year revenue increase in Google’s cloud business for the second quarter. Alphabet raised its 2026 capital spending outlook to $195 billion–$205 billion and reported $44.9 billion in Q2 capex, driven largely by AI infrastructure investments. The company plans to lease third-party capacity temporarily to meet demand. Alphabet shares fell more than 7% after the capex hike, while shares of third-party cloud providers such as CoreWeave and Nebius rose. Kurian cited customer AI use cases at Macy’s and Macquarie Bank as evidence of return on investment from Google’s AI solutions.

•Google Cloud CEO Thomas Kurian said existing customers are spending roughly 50% more than their committed amounts.
•Alphabet’s cloud revenue grew 82% year-over-year in the second quarter.
•Alphabet raised its 2026 capital expenditure forecast to $195 billion–$205 billion and reported $44.9 billion in Q2 capex.

Google Alphabet CoreWeave Nebius Amazon Microsoft Meta VERSANT

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