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Alphabet CFO Says Demand Still Outpaces Capacity: AI Infrastructure Stocks Rise - CoreWeave (NASDAQ:CRWV)

Ai Infrastructure stocks are getting a boost in after-hours trading Wednesday following Alphabet's quarterly earnings call.

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AI · summaries

cryptobriefing.com1 mese fa

Alphabet stock slides despite crushing earnings as massive AI spending spooks investors

Alphabet beat estimates (revenue $119.8B +24%, Cloud +82%) but raised 2026 capex to $195-205B for AI infrastructure. Signals that massive AI capex is now table stakes, creating GPU constraints and reshaping IT infrastructure budgets for CTO teams.

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lunedì 20 luglio 2026·benzinga.com
CoreWeave Stock Moves Higher: What's Happening Today? - CoreWeave (NASDAQ:CRWV)
CoreWeave Inc (NASDAQ:CRWV) shares are advancing Monday. A Wall Street analyst stood firmly behind the AI cloud infrastructure company, raising his spending estimate and pushing…
martedì 21 luglio 2026·cryptobriefing.com
Alphabet boosts AI infrastructure spending to $190B for 2026 amid cloud growth
Alphabet increases AI infrastructure spending to $190B for 2026. Alphabet as second-largest company by market cap on July 31 at 4.5% YES.

Alphabet CFO Says Demand Still Outpaces Capacity: AI Infrastructure Stocks Rise - CoreWeave (NASDAQ:CRWV)

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Alphabet stock slides despite crushing earnings as massive AI spending spooks investors

Timeline cronologica

CoreWeave Stock Moves Higher: What's Happening Today? - CoreWeave (NASDAQ:CRWV)

Alphabet boosts AI infrastructure spending to $190B for 2026 amid cloud growth

Alphabet Raises AI Spending But Still Can't Meet Demand: 'We're Still in a Supply Constraint Environment'

Alphabet's stock sinks after it bumps up AI infrastructure spending yet again - SiliconANGLE

Alphabet lifts capex guide to $205bn as Google Cloud jumps 82%

CoreWeave Stock Jumps as Power Access And AI Demand Lift Growth Hopes - CoreWeave (NASDAQ:CRWV)

Alphabet CFO Says Demand Still Outpaces Capacity: AI Infrastructure Stocks Rise - CoreWeave (NASDAQ:CRWV)

Alphabet's stock sinks after it bumps up AI infrastructure spending yet again - SiliconANGLE

Alphabet lifts capex guide to $205bn as Google Cloud jumps 82%

Alphabet Raises AI Spending But Still Can't Meet Demand: 'We're Still in a Supply Constraint Environment'

Alphabet stock slides despite crushing earnings as massive AI spending spooks investors