Record Google Cloud revenue, but investors are uneasy about growing capex commitments

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 plans up to $185 billion in 2026 capex for AI data centers, more than double last year's spend, as investors await Q2 earnings for

Record Google Cloud revenue, but investors are uneasy about growing capex commitments

Alphabet reports Q2 2026 earnings July 22, with investors focused on $175-185B capex guidance and AI revenue growth from Gemini and Google Cloud.

July 22 : Alphabet topped Wall Street estimates for quarterly cloud revenue growth on Wednesday, as the Google parent benefited from strong demand for its cloud computing services…

July 22 : Alphabet hiked its capital spending guidance for 2026 by $15 billion after reporting the best-ever quarter of growth for its cloud computing division, driven by strong…

July 22 : Alphabet on Wednesday reported its best-ever quarter of growth for its cloud computing division, but faced investor scrutiny after concerns about continued delays to its…

Alphabet reports a 24% revenue increase in Q2 2026, boosting confidence. Alphabet as second-largest company by market cap on July 31 at 5.6% YES.

Alphabet reported $119.8 billion in second quarter revenue as Google Cloud sales surged 82%, sending shares nearly 1% higher after hours.

Alphabet reports strong cloud revenue growth exceeding estimates amid AI demand. Alphabet largest company by market cap on December 31 at 12% YES.

The tepid share reaction despite the cloud beat, which offsets the search miss, reflects concerns over what the company will say about future capex and into 2027.

Alphabet reports a 63% rise in Google Cloud revenue, boosting AI growth. Alphabet as the second-largest company by market cap on July 31 at 4.4% YES.

Google's cloud business is thriving, as companies adopting its AI and AI infrastructure services help the tech giant to report record profits.

The higher guidance reflects the company’s efforts to accelerate its expansion of AI computing capacity

The search giant says it will spend up to $US205 billion on artificial intelligence-related capital expenditure in 2026.

In a company first, Google ended a quarter with negative free cash flow, while upping expenses to $200 billion.

Alphabet's Google Cloud reports a $514 billion backlog amid rising AI demand. Alphabet as the second-largest company by market cap on July 31 at 3.4% YES.

SAN FRANCISCO, July 23 — Google’s cloud business grew by more than 80 per cent, the company said on Wednesday, which exceeded investor expectations who are looking for signs...

Mountain View (dpa) - Googles Mutterkonzern Alphabet will in diesem Jahr rund 200 Milliarden US-Dollar für KI-Infrastruktur ausgeben. Der Internet-Riese hob seine Prognose für…

Alphabet's net income surged to $112.1 billion ($9.11 per share), heavily boosted by a $98 billion unrealized equity gain from SpaceX.