The Information's TITV Why Alphabet is Doubling AI CapEx, Nvidia Delays Gaming Chip, OpenAI Hires AI Consultants
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Feb 5, 2026 
David Marcus, LightSpark CEO and former PayPal president, outlines payments tech and crypto infrastructure. Saanya Ojha, Bain Capital Ventures partner and tech trends writer, explains big techs' $175B AI capex push and enterprise AI sales. They discuss Google’s infrastructure bets, Nvidia’s gaming chip delay, crypto market turmoil, and OpenAI hiring engineers to embed AI in companies.
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Why Alphabet Is Doubling CapEx
- Alphabet's doubled CapEx is a defensive bet to avoid being late in the AI transition.
- Saanya Ojha says spending now prevents long-term competitive failure despite short-term market pain.
AI Customers Drive Product Stickiness
- Google reports AI customers use twice as many Google products, accelerating cloud and search growth.
- Saanya Ojha notes per-unit AI serving costs are falling, improving long-term economics.
Lean On Distribution And Data
- Prioritize distribution and data as core defenses when building AI products.
- Default to incumbent vendors unless competitors deliver clear step-change improvements.