Pick your rung

Will at least two of Microsoft, Alphabet, Amazon and Meta state on a 2027 earnings call that they remain capacity- or power-constrained in AI compute?

1. Will Alphabet's equipment spending reach at least 31 percent of its revenue this quarter?

   Settles Oct 28

2. Will Alphabet's equipment spending reach at least 36 percent of its revenue this quarter?

   Settles Oct 28

3. Will Alphabet's equipment spending reach at least 41 percent of its revenue this quarter?

   Settles Oct 28

One control per rung; moving one keeps the others coherent.