Google continues to report big quarterly revenue, but its AI spending has skyrocketed.

Alphabet increases AI infrastructure spending to $190B for 2026. Alphabet as second-largest company by market cap on July 31 at 4.5% YES.

Record Google Cloud revenue, but investors are uneasy about growing capex commitments

Ainda assim, crescimento de 82% da divisão de computação em nuvem contribuiu para receitas e lucros robustos