$NBIS $GOOGL

First reported Oct 28, 2026, 22:28 UTC

Source reports

$NBIS $GOOGL This might be the one of the best read for neoclouds that's come out of Google yet… $GOOGL on the 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… — @ren_stocks (X), Oct 28, 2026, 22:28 UTC

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