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john coogan and jordi hays

T3 · host / generalist
1 call·1 name·100% bull·last heard last month·TBPN
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$GOOGLAlphabet

Gemini demand overwhelms Google's capacity despite record AI capex

Google cannot fully satisfy Meta's Gemini demand even after roughly $200 billion of capital expenditure, demonstrating strong pricing power and an infrastructure bottleneck consistent with accelerating Google Cloud growth.

TBPN2026-06→

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$GOOGL
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Alphabet
HIGHjohn coogan and jordi hays·TBPN·last month
Gemini demand overwhelms Google's capacity despite record AI capex
Google cannot fully satisfy Meta's Gemini demand even after roughly $200 billion of capital expenditure, demonstrating strong pricing power and an infrastructure bottleneck consistent with accelerating Google Cloud growth.
"It sounds extremely bullish for Google, like if they're out of this... this tracks with what they talk about on earnings calls. Google Cloud acceleration—crazy."
20:24