← Cascade Narratives

> Alphabet Capex Reaffirmation Sustains the AI Infrastructure Supercycle

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72%

Alphabet reaffirming or raising 2026 AI capex validates hyperscaler spending momentum, feeding chip demand, semiconductor index records, and power buildout.

// Cascade Logic

Alphabet capex signal → sustained accelerator demand → NVIDIA cap dominance and record semi index → hyperscaler power buildout.