SMCIGOOG Google strong beat for earnings and bullish for infrastructure heavy stocks like $SMCI. From the call: "With respect to CapEx, our reported CapEx in the first quarter was $17,200,000,000 primarily reflecting investment in our technical infrastructure, with the largest component being investment in servers, followed by data centers to support the growth of our business across Google services, Google Cloud and Google DeepMind." There is not pullback on infrastructure spend despite all the BS stories that have been pumped out the past few months. APLD