Alphabet raised its 2026 CapEx guidance to $195–205B as Google Cloud revenue surged 82% YoY to $24.8B, fueling the global AI infrastructure arms

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