EOD full-scan Phase 0a refresh: the storage-print and open-weight tripwires are live this week
Event
EOD full-scan Phase 0a refresh: the storage-print and open-weight tripwires are live this week
Summary
- Type: monitoring-check (subtype: qualitative continuity, no fresh precompute tape) - event_id: 2026-07-28-ai-capex-digestion-phase-0a-eod-refresh - Source: ("Verdict Week: Storage Prints, Then the Capex Reads"). - Shift: Of the four 07-18-armed tripwires, GOOGL resolved 07-25 (reaffirmed-but-sold-off). The open-weight cadence checkpoint's window has now
Related
6 events DateTypeEvent
Jul 28 ArticleFifteen of twenty broke together Jul 26 Redditu/aperartnft — Alphabet's 82% cloud growth got sold anyway; capex guidance is why Jul 22 PickAlphabet Q2: $44.9B quarterly capex, $180-190B FY guide, 2027 'significantly increases' Aug 4 TweetKawzInvests — hyperscalers' $270bn debt raise is backed by $7 of signed backlog per $1 borrowed Jul 20 PickBloomberg — BlackRock readying $12B+ of bonds for a Meta data-center campus Jul 20 PickChinaTalk — will Xi license, lock down, or let frontier models rip? No direct external sources are attached to this read.