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← @inversorperga

$GOOGL

BEARISH2026-10-03
Price around the call
↓ 2026-10-03
By horizonMaturing · ~6 trading days to go
1d
…
5d
✗ +1.4%
21d
…
Original post
Inversiones Pergamino · 2026-10-03

$GOOGL 🔥🔥🔥 Destinó USD 49.326 millones a I+D en 2024 y USD 61.087 millones en 2025: un salto de casi 24%. La estimación media del gráfico apunta a unos USD 111.000 millones anuales para 2028. Más del doble que en 2024. Son proyecciones, no cifras comprometidas por la empresa. Y hablamos de investigación y desarrollo, no del CAPEX destinado a centros de datos e infraestructura. En la carrera de la IA, poder sostener semejante esfuerzo de innovación puede convertirse en una ventaja competitiva enorme. No se trata solamente de defender el negocio actual, sino de desarrollar los productos que generarán ingresos mañana. La clave será transformar esa inversión en crecimiento y rentabilidad.

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