Alphabet has raised its 2026 investment forecast to as much as $205 billion, saying demand continues to outpace spending. Google Cloud grew 82 percent in the second quarter. CEO Sundar Pichai says Google needs a larger base model for its next leap in AI and has kicked off an ambitious Gemini 4 training run.

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

The Google parent - set to report second-quarter results on Wednesday - has delayed from June the launch of its next flagship model, Gemini 3.5 Pro, built especially to catch…