CNBC Live Blog: Alphabet CFO Signals 2027 Capex to "Significantly Increase" Above $190B as Evercore Projects $262B

CNBC's live earnings blog reveals CFO Anat Ashkenazi's April statement that 2027 capex is "likely to significantly increase from the up to $190 billion planned for this year." Evercore analysts project $262B for 2027 — jokingly asking if it could hit "$300B? $350B?!" — while FactSet consensus sits at $257B. With Q2 2026 capex at $44.9B (slightly above StreetAccount's $44.8B estimate) and H1 at $80.6B, the hyperscaler spending race shows no signs of slowing. The 2027 signal is arguably more significant than any FY2026 guidance tweak.