[UPDATE] Alphabet lifts 2026 capex guide to $195-205B as Nvidia's 26 August print approaches
Alphabet raised 2026 capex guidance to $195-205B from $180-190B and Amazon reaffirmed a $200B plan, while commentary notes the market's tolerance for disappointment is narrowing and attention shifting from realised demand to 2027 guidance. Nvidia reports on 2026-08-26. Prediction markets currently assign about 51.5% to NVDA closing August above $210. Capex intent and investor patience are diverging, and the print is the next place that gap gets tested.