FEATURED — FULL NOTE
Alphabet / GoogleGOOGL
LAYER: HYPERSCALERS & CLOUDS · PUBLIC
~$175–185B 2026 capex; DeepMind + Gemini in-house; multi-billion Anthropic stake; 75% of its new code now AI-written.
2026 · DevOps.com
SAME LAYER: HYPERSCALERS & CLOUDS
MicrosoftAmazonMetaOracleIBMSalesforceSAPTesla/xAI compute (private build)Apple (AAPL — on-device + Private Cloud Compute)
INFORMATIONAL ONLY — not investment advice. Full disclaimer.