External TPU system sales are expected to become a larger revenue source as deliveries to customer data centers ramp into 2027.
Alphabet raised its 2026 CapEx guidance to accelerate AI compute capacity build-out.
Google Cloud will use third-party capacity in Q3 2026 as a bridge to keep serving customer growth while internal capacity is built.
YouTube Premium Lite will launch in more than a dozen additional countries in Q2 2026.
Waymo's sixth-generation vehicle is entering public service, with rider volume expected to increase over coming months.
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