Google-parent Alphabet’s $190 billion capex plan has a ‘warning’ for Nvidia, as CEO Sundar Pichai says: Key part of this investment is …
Sundar Pichai, at Google I/O 2026, reiterated the company’s aggressive plan to spend close to $200 billion in AI infrastructure, signaling the company’s push in the semiconductor segment. This massive budget represents a six-fold increase from the $31 billion the company spent in 2022. While a significant portion of this capital will fund AI data centers and model training, Pichai issued what appears to be a direct warning to dominant chip suppliers like Nvidia by emphasising Google’s self-reliance.
“It’s incredible to see the pace of innovation rolling out across our products.
