SEC NEWS
Google-Blackstone Data-Center Delays Signal Cloud Capex Slowdown Risk
Google-Blackstone data-center delays threaten 8-12% cloud revenue miss in Q4 2026.
- Ticker
- GOOGL
Filing analysis
Google (GOOGL) and Blackstone (BX) face delays at 3 data-center sites, risking $2.3B in 2026 cloud revenue and 15% capex cut.
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Source: Original SEC filing
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