Alphabet CFO Says Began To Recognize Revenues From TPU Sales In Q2; Given Capacity Constraints, We Plan To Expand Use Of Third-party Capacity In Q3 While We Build Out More Internal Capacity; We Are Updating Full Year 2026 CAPEX Guidance Range To $195B To $205B; We Continue To Expect Our CAPEX To Increase Significantly In 2027

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Alphabet CFO Says Began To Recognize Revenues From TPU Sales In Q2; Given Capacity Constraints, We Plan To Expand Use Of Third-party Capacity In Q3 While We Build Out More Internal Capacity; We Are Updating Full Year 2026 CAPEX Guidance Range To $195B To $205B; We Continue To Expect Our CAPEX To Increase Significantly In 2027 | WAPE

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