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Alphabet is confident about plans to double capex spending to a possible $185 billion—but it’s keeping CEO Sundar Pichai up at night | Fortune
Alphabet revealed a staggering increase in infrastructure investments that will see it nearly double the $91.4 billion it spent last year, according to its fourth quarter earnings release.
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theguardian.com
Google parent earnings beat projections amid plans to invest deeply in AI
Alphabet reports $34.5bn profit and revenue soars 48% in recent quarter as it plans a sharp increase in AI spending
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cnbc.com
Alphabet resets the bar for AI infrastructure spending
The search giant's proposed capex spend for 2026 exceeds that of its hyperscalers peers.
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CNBC Daily Open: Alphabet capex plans spook investors, while AMD has a brutal day in markets
Alphabet expects capital expenditure for 2026 to come in between $175 billion and $185 billion — at the higher end, capex will more than double from last year.
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fortune.com
Alphabet is confident about plans to double capex spending to a possible $185 billion—but it’s keeping CEO Sundar Pichai up at night |…
Alphabet revealed a staggering increase in infrastructure investments that will see it nearly double the $91.4 billion it spent last year, according to its fourth quarter earnings…
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CNBC Daily Open: Alphabet could more than double its capex in 2026, unsettling investors
Alphabet expects capital expenditure for 2026 to come in between $175 billion and $185 billion — at the higher end, capex will more than double from last year.
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Alphabet is slipping after higher capex guidance and a YouTube ads miss. Here’s why analysts are staying bullish
While analysts acknowledged Alphabet's higher spending, they were also more optimistic than the stock's 3% slide Thursday morning seemed to suggest.
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CNBC Daily Open: Amazon one-ups its rivals on capex spending, but investors are already worried over AI valuations
Amazon's capital expenditure projection comes in at $200 billion, above analysts' estimates of $146.6 billion and higher than the roughly $131 billion in 2025.
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Big Tech’s $630 billion AI spree now rivals Sweden’s economy, unsettling investors: ‘We’ve never invested this much on anything before’ |…
Big Tech’s $630 billion AI spending spree now rivals Sweden’s economy, unsettling investors: “We’ve never invested this much on anything before.”
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Tech AI spending may approach $700 billion this year, but the blow to cash raises red flags
Tech's megacaps announced major increases in capex spend for 2026, and now investors are preparing for cash to dwindle.