“We are updating our full year 2026 CapEx guidance range to $195-205 billion, up from our previous estimate of $180-190 billion. The increase in the range is primarily due to an acceleration in the delivery of capacity to meet growing demand.”

Third 2026 capex guide of the year (after $175-185B in February and $180-190B in Q1); Q2 2026 capex alone was $44.9 billion. Resolves on full-year 2026 results.