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

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.