Alphabet to spend up to $185B in 2026 to fuel AI and cloud infrastructure
Alphabet has raised its 2026 capital expenditure outlook dramatically to as much as $185 billion, well above the $119.5 billion forecast by analysts. The move underscores Google’s commitment to scale AI and cloud capabilities. The announcement came alongside Q4 2025 earnings, where Alphabet reported $97.23 billion in revenue, surpassing expectations. CEO Sundar Pichai emphasized that the heavy investments are already yielding returns across cloud infrastructure and AI growth.
A bold CAPEX surge signals Alphabet’s intent to lead in the AI era—raising the competitiveness bar across the tech industry.
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