Alphabet Spends About 60 Cents of Every Technical Infrastructure Dollar on Servers. Nvidia’s Biggest Customers Were Just Told Prices Are Going Up More Than 15%.
Key Points About 60% of Alphabet’s second-quarter technical infrastructure investment went to servers — the biggest single line in its capital budget. Bloomberg reported that prices on servers built around Nvidia’s AI chips are rising more than 15% in many cases, effective on systems shipping early next year. Alphabet’s second-quarter capital spending exceeded its operating…