Sam Badawi(@Sam_Badawi):$GOOGL is down almost 5% after the company said expanding its use of third-party capacity in Q3 will create modest "near-term margin" pressure as it ramps infrastructure to meet surging AI demand. The added cost comes from leasing external capacity while Google builds out more of its own internal data center infrastructure.

Sam Badawi

@Sam_Badawi

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参加 March 2020

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Sam Badawi@Sam_Badawi

2026.07.22 21:22

$GOOGL is down almost 5% after the company said expanding its use of third-party capacity in Q3 will create modest "near-term margin" pressure as it ramps infrastructure to meet surging AI demand. The added cost comes from leasing external capacity while Google builds out more of its own internal data center infrastructure.