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Alphabet Raises AI Spending But Still Can't Meet Demand: 'We're Still in a Supply Constraint Environment'
Alphabet said AI demand continues to outpace computing capacity despite raising its capital spending outlook.
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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.
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Alphabet plans to spend up to $185 billion on data centers in 2026, more than double last year
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
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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
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Alphabet beats estimates with strong Google Cloud revenue amid AI boom
Alphabet reports strong cloud revenue growth exceeding estimates amid AI demand. Alphabet largest company by market cap on December 31 at 12% YES.
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Alphabet reports 63% rise in Google Cloud revenue, AI boosts growth
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.
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benzinga.com
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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thenationalnews.com
Alphabet increases spending outlook as it races to build AI data centres | The National
The higher guidance reflects the company’s efforts to accelerate its expansion of AI computing capacity
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siliconangle.com
Alphabet's stock sinks after it bumps up AI infrastructure spending yet again - SiliconANGLE
Alphabet's stock sinks after it bumps up AI infrastructure spending yet again - SiliconANGLE
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Alphabet's Google Cloud reports $514B backlog amid AI demand surge
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.
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economictimes.indiatimes.com
Alphabet's quarterly earnings beat Wall Street estimates, but here's what is spooking investors
Alphabet announced strong second-quarter earnings, but its shares declined significantly. The company plans to substantially increase its capital expenditures for artificial…
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Alphabet Spending Too Much on AI? Wall Street Sees Both Opportunity and Risk After Earnings: 'The Cloud N
Alphabet earnings split Wall Street as strong Cloud growth offset concerns over higher AI spending and negative free cash flow.
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thenextweb.com
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 Raises AI Spending But Still Can't Meet Demand: 'We're Still in a Supply Constraint Environment'
Alphabet said AI demand continues to outpace computing capacity despite raising its capital spending outlook.
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hindustantimes.com
Why is Google spending up to $205 billion on AI? Inside Alphabet's biggest investment yet
Google plans to spend up to $205 billion on AI, data centres and Gemini as cloud demand surges, even as investors worry about rising costs and returns.
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Google Has the Muscle to Overpower Spending Worries
AI investment and delays are concerns, but the company’s core businesses look strong. | Business News
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Google's AI capital spending plans trigger technical warning on stock
Alphabet's $180-190 billion AI capex plan and $80 billion equity raise trigger overbought warnings, with ripple effects reaching Bitcoin miners
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Alphabet stock slides despite crushing earnings as massive AI spending spooks investors
Alphabet stock fell after hours despite beating Q2 revenue estimates with $119.8 billion as raised capex guidance to $195-205 billion spooked