Alphabet’s expanding AI cloud infrastructure push shows how demand is putting real pressure on the systems that power enterprise computing. Hyperscale providers are responding by sharply increasing spending on compute capacity, but supply remains tight as AI workloads grow faster than data centre buildouts.
Alphabet’s latest earnings call offered a clear window into that tension. The company said capital expenditure could reach between US$175 billion and US$185 billion this year, almost double last year’s total. Much of that investment…
