Google adds $55bn to capex plans as it boosts AI spending

ft - Search giant reported second straight quarter of more than $100bn in revenue

#ai #cloud #google #genai #stockmarket #earnings #business #datacenter #alphabet #advertising

Explosive AI Capex Surge

Part of the reason for Google’s huge capex plans: It has a $240 billion revenue backlog

29 days / sherwood / Jon Keegan

Alphabet to double infrastructure spending as it bets on AI

29 days / semafor / Tom Chivers

Google Leans Hard Into Its AI-Winner Status

29 days / wsj / Dan Gallagher

It's bubble or nothing for Google as search giant looks to plow ~$180B into datacenters this year

29 days / reddit / /u/nimicdoareu

CNBC Daily Open: Alphabet could more than double its capex in 2026, unsettling investors

29 days / cnbc

It's bubble or nothing for Google as search giant looks to plow ~$180B into datacenters this year

4 wks / theregister / Tobias Mann

CNBC Daily Open: Alphabet capex plans spook investors, while AMD has a brutal day in markets

4 wks / cnbc

Alphabet resets the bar for AI infrastructure spending

4 wks / cnbc

Alphabet Bets $185B on Gemini, Agentic Commerce and Enterprise AI

4 wks / pymnts / PYMNTS

Google Plans to Double Spending Amid A.I. Race

4 wks / nytimes / Tripp Mickle

Alphabet to ramp up AI spending as Google Cloud and ad business revenues shine

4 wks / siliconangle / Mike Wheatley

Google parent Alphabet predicts a sharp surge in 2026 capital spending on AI

4 wks / fastcompany / Reuters

Broadcom, Nvidia shares rise on surging Google capital expenditures for AI

4 wks / cnbc

Google blows nearly everything out of the water — including its AI budget

4 wks / qz / Shannon Carroll

Alphabet (GOOG) Stock: Shares Slide Despite Strong Q4 Beat and Cloud Growth

4 wks / parameter / Yasmin Werner

Broadcom soars on Google’s plans for up to $185 billion in capex this year

4 wks / sherwood / Luke Kawa

Google adds $55bn to capex plans as it boosts AI spending

4 wks / ft


Record Ad & Revenue Growth

Analysts like Google’s earnings report, even if investors didn’t

29 days / sherwood / Rani Molla

Google’s subscriptions rise in Q4 as YouTube pulls $60B in yearly revenue

29 days / techcrunch / Ivan Mehta

YouTube Posts Record $60 Billion Revenue in 2025, 34% More Than Netflix

4 wks / mediaplaynews / Erik Gruenwedel

Google Search Hits $63B, Details AI Mode Ad Tests via @sejournal, @MattGSouthern

4 wks / searchenginejournal / Matt G. Southern

Google’s annual revenue tops $400 billion for the first time

4 wks / theverge / Emma Roth

Alphabet/Google Revenues Up 18 Percent to $113.8 Billion

4 wks / thurrott / Paul Thurrott

Google to Double Spending as Earnings Beat Wall Street Expectations

4 wks / wsj / Katherine Blunt

Google Ad Revenue Up 14% - Google's Biggest Revenue & Ad Revenue Yet

4 wks / seroundtable / barry@rustybrick.com (Barry Schwartz)

Alphabet beat earnings and revenue expectations

4 wks / sherwood / Rani Molla


All Other Stories

The company said it now has 325 million paying users across Google One and YouTube Premium, up from 300 million users three months earlier.

29 days / bsky / @techcrunch.com / techcrunch.com

Google parent Alphabet beat Wall Street’s expectations for its fourth quarter but a new, high bar for expected spending on artificial intelligence infrastructure tempered enthusiasm. www.cnbc.com/2026/02/04/a...

4 wks / bsky / @jennelias.bsky.social / jennelias.bsky.social

I think we’re gonna need some more TPUs. $AVGO sherwood.news/markets/broa...

4 wks / bsky / @ljkawa.bsky.social / ljkawa.bsky.social

Back to Top / Wednesday, February 4, 2026, 4:20 pm / permalink 18769 / 29 stories in 4 wks




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