Deep Tide TechFlow news: On July 23, Alphabet raised its full-year 2026 capital expenditure guidance to $195 billion–$205 billion. Second-quarter capital expenditures reached $44.9 billion, mainly for AI infrastructure buildout. Google Cloud added over $50 billion in backlog orders in the second quarter, bringing the total to $514 billion, and for the first time recognized TPU sales revenue in its financial report.

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