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    • Google Earnings, Google Cloud Crushes, Search Advertising and LLMs

    By Stratechery by Ben Thompson February 9, 2026 · Edited February 9, 2026
    Google announced a massive increase in CapEx that blew away expectations; the companies earnings results explain why the increase is justified.

    Google announced a massive increase in CapEx that blew away expectations; the companies earnings results explain why the increase is justified.

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