matthew sigel, recovering CFA(@matthew_sigel):$GOOGL on call: "Given the supply constraint environment, we started utilizing third party compute capacity at the end of Q3 and will ramp usage in Q4. We expect margin headwinds in the near term as we utilize this capacity. Moving to investments, our full year 2026 CapEx guidance range of 195 to $205 billion remain unchanged. We continue to expect our CapEx to increase significantly in 2027, and will provide further details on our Q4 call."

matthew sigel, recovering CFA

@matthew_sigel

Head of digital assets research @VanEck_us. PM, VanEck Onchain Economy ETF ($NODE). ❌️ Disclosures

가입 July 2017

2.6K 팔로잉 중 67.2K 팬

matthew sigel, recovering CFA@matthew_sigel

2026.10.28 21:08

$GOOGL on call: "Given the supply constraint environment, we started utilizing third party compute capacity at the end of Q3 and will ramp usage in Q4. We expect margin headwinds in the near term as we utilize this capacity. Moving to investments, our full year 2026 CapEx guidance range of 195 to $205 billion remain unchanged. We continue to expect our CapEx to increase significantly in 2027, and will provide further details on our Q4 call."

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