https://www.9fin.com/insights/goldman-sachs-billion-nebius-high-yield

According to the 9fin article, Nebius was among several data-center borrowers that “balked at financing costs” during September's preliminary marketing.

That suggests:

• Goldman Sachs tested investor demand to determine what interest rate buyers would require.
• Nebius wasn't satisfied with the potential cost of borrowing.
• Nebius may have decided to wait for better market conditions or stronger Q3 financial results.

Alphabet (Google) increased its 2026 capital expenditures (capex) guidance to a range of $180 billion to $190 billion, up from the previous estimate of $175 billion to $185 billion. This massive investment—nearly doubling the $91 billion spent in 2025—is primarily directed toward AI infrastructure, servers, and data centers.

Next-Year Projections: CFO Anat Ashkenazi has indicated that capital spending for 2027 will increase significantly compared to 2026 levels.

Edit: $190B capex revised to $205B for 2026

Google and Blackstone to Create New AI Cloud Company

Investment firm to put $5 billion toward venture using Google’s chips

Google and Blackstone plan to create an artificial-intelligence cloud company to rival the likes of CoreWeave using Google’s specialized chips, according to people familiar with the matter.

https://www.wsj.com/tech/ai/google-and-blackstone-to-create-new-ai-cloud-company-0e35b91f