Alphabet increases 2026 Capex guidance to $205 billion, expands investments in AI infra

Alphabet has increased its 2026 capital expenditure (capex) guidance from USD 180–USD 190 billion to around 195 billion and USD 205 billion, as it expands investments in artificial intelligence (AI) infrastructure.

As Google competes with Microsoft, Amazon and Meta to build data centres to handle increasingly complicated AI models, the higher expenditures reflect the skyrocketing demand for AI computer power.

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