Google Cloud CEO Thomas Kurian says customers are spending 50% above commitments as Q2 2026 revenue hits $24.8B, beating estimates by over $2

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