Bitcoin Holds $65,400 as Alphabet Lifts AI Capex to $200B
Alphabet raised its 2026 capex ceiling by $15B to chase 'supply-constrained' AI demand, sending chip stocks higher while Bitcoin sits steady above $65K ahead of the Fed.
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Alphabet raised its 2026 capex ceiling by $15B to chase 'supply-constrained' AI demand, sending chip stocks higher while Bitcoin sits steady above $65K ahead of the Fed.
$BTC has tracked the chip complex all month on shared risk appetite and miner-to-AI pivots, so tonight's Alphabet print is the first hard look at whether the AI capex cycle still pays.