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

Alphabet beat on revenue and grew Google Cloud 82%, but a record $205bn capex guide and negative free cash flow sent shares down about 5%.

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

Google Cloud surged 82% to $24.8bn, but Alphabet raised capex to $205bn with quarterly spending doubling, free cash flow negative for the first time in 20 years. For tech leaders: AI capex now outpaces ad revenue growth; the $514bn backlog must convert faster than capex for sustainability.

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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.
mercoledì 22 luglio 2026·datacenterdynamics.com
Google increases 2026 capex to $195-205bn as it accelerates AI data center buildout
Record Google Cloud revenue, but investors are uneasy about growing capex commitments

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

Confronto fonti

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

Timeline cronologica

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

Google increases 2026 capex to $195-205bn as it accelerates AI data center buildout

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

Google increases capex forecast again after cloud-driven quarterly beat

Alphabet's quarterly earnings beat Wall Street estimates, but here's what is spooking investors

Google increases 2026 capex to $195-205bn as it accelerates AI data center buildout

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Investors await Alphabet's Q2 earnings to find out if AI spending is actually working

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Alphabet revenue up 24% in Q2 2026, driven by AI and Google Cloud

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Alphabet's Google Cloud revenue surges 82% in Q2 2026, but market remains cautious

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Google Cloud up 80pc, profits triple, capex surges as Alphabet tops Q2 expectations

Alphabet revenue jumps to $119.8 billion as Google Cloud growth accelerates

Alphabet's quarterly earnings beat Wall Street estimates, but here's what is spooking investors

Google increases capex forecast again after cloud-driven earnings beat - The Economic Times