EOW Phase 0a refresh: parent's GOOGL Q2 capex print reads as upstream demand confirmation

Event

EOW Phase 0a refresh: parent's GOOGL Q2 capex print reads as upstream demand confirmation

Summary

  • Type: monitoring-check (subtype: qualitative continuity, no fresh tape) - event_id: 2026-07-25-ai-power-delivery-phase-0a-eow-refresh - Source: , ; parent perspective ai-power-bottleneck log.md 2026-07-25 entry. - Shift: No fresh precompute tape on this cohort's own names this cycle. Alphabet's Q2 print held
3 events
DateTypeEvent
Jul 28 ArticleFifteen of twenty broke together Jul 17 TweetSemiAnalysis — AMD Helios vs NVIDIA Vera Rubin: double-wide racks and where the rack-level constraints bite Aug 13 PickBloomberg — Chicago joins the data-center moratorium push

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