Photo: reuters.com · view article
Alphabet Boosts AI Spending with Cloud Growth SurgeCapital expenditure may reach $185B in 2026 as Google Cloud revenue jumps 48%, surpassing Microsoft Azure's growth pace.
Key Facts6 days ago · Reading time: ~45 sec.
Summary created with AI assistance · Source: reuters.com
Summary created with AI assistance · Source: reuters.com
- Alphabet intends to increase capital spending to $175-$185 billion in 2026, more than doubling the 2025 budget.
- Google Cloud's revenue rose 48% in Q4 2025, achieving its fastest growth rate in over four years and outpacing Azure.
- The Gemini 3 AI model now serves 750 million monthly users, enhancing advertising through complex search query monetization.
- Ongoing capacity constraints have not deterred Alphabet from expanding AI infrastructure to maintain competitive advantage.
We are seeing our AI investments and infrastructure drive revenue and growth across the board.— CEO Sundar Pichai said this during a conference call with analysts.
Story Details
| Last Updated | |
| Total Articles | 3 |
Main Topics
individual artificial neural network considered intelligent
primary governing city of a top-level (country) or first-level and second-level subdivision (country, state, province, regency, etc) political entity
News on this topic
Google parent earnings beat projections amid plans to invest deeply in AI : Alphabet reports $34.5bn profit and revenue soars 48% in recent quarter as it plans a ...
theguardian.com/technology/2026/feb/04/google-alphabet-earnings-report
Similar to This
Previous
Alphabet selling very rare 100-year bonds to help fund AI investment: Alphabet becomes first tech company to issue 100-year bonds in nearly three decades.
ft.com/content/3260bc45-e09e-45a7-ae30-e55effbaf29b
Here’s how much Amazon, Microsoft, Meta, and Google will spend to develop more AI in 2026
fastcompany.com/91488664/how-much-amazon-microsoft-meta-google-alphabet-are-spending-on-ai-investment-2026
Samakal Feb 05
Google's annual revenue tops $400 bn for first time, AI investments rise: Google parent Alphabet on Wednesday reported blockbuster earnings, its revenue ...
en.samakal.com/tech/170847453/googles-annual-revenue-tops--bn-for-first-time-ai-investments-rise
Google plans to spend big as AI race with rivals intensifies: Google said returns from its AI push are strengthening growth in search, cloud and enterprise ...
foxbusiness.com/fox-news-tech/google-plans-spend-big-ai-race-rivals-intensifies
Here’s How the AI Crash Happens: The U.S. is becoming an Nvidia-state.
theatlantic.com/technology/2025/10/data-centers-ai-crash/684765/
Microsoft and Alphabet Nancy Pelosi is Betting Big on 2 Dividend Stocks : When Nancy Pelosi makes a move in the stock market, people notice.
sacbee.com/news/business/article314341179.html
Alphabet hits $4 trillion valuation as AI pivot pays off - Neowin
neowin.net/news/alphabet-hits-4-trillion-valuation-as-ai-pivot-pays-off/
Sergey Brin Becomes World’s No. 3 Richest—Overtakes Jeff Bezos, Larry Ellison After Alphabet Hits $4 Trillion
forbes.com/sites/tylerroush/2026/01/13/sergey-brin-becomes-worlds-no-3-richest-overtakes-jeff-bezos-larry-ellison-after-alphabet-hits-4-trillion/
Alphabet overtakes Apple as world's second-most-valuable company behind Nvidia: Alphabet notched a market capitalization of roughly $4 trillion on Thursday.
finance.yahoo.com/news/alphabet-overtakes-apple-as-worlds-second-most-valuable-company-behind-nvidia-154751861.html
Altman: Once upon a time, Google could have dominated OpenAI: The great-power competition in the AI Age will likely pit OpenAI against Google.
fastcompany.com/91466402/sam-altman-gooogle-openai-advertising
3 reasons Alphabet stock rose 62% in 2025 (and why it might not be done): Once written off after ChatGPT’s launch, Alphabet has added $1.3 trillion in market ...
financialexpress.com/market/global-markets/3-reasons-alphabet-stock-rose-62-in-2025-and-why-it-mightnbspnotnbspbenbspdone/4082422/
Alphabet’s AI chips are a potential $900 billion ‘secret sauce’: Alphabet Inc. investors are growing increasingly confident that the company's ...
mercurynews.com/2025/12/04/alphabets-ai-chips-are-a-potential-900-billion-secret-sauce/
Google must double AI serving capacity every 6 months to meet demand, AI infrastructure boss tells employees
cnbc.com/2025/11/21/google-must-double-ai-serving-capacity-every-6-months-to-meet-demand.html
Google targets 1000x compute growth, aims to double capacity every 6 months: Report
indianexpress.com/article/technology/artificial-intelligence/google-1000x-compute-capacity-report-10381493/
CNBC Daily Open: AI firms are getting money while their stocks are losing value: Money from technology companies keeps flowing into their compatriots ...
cnbc.com/2025/11/19/cnbc-daily-open-ai-firms-are-getting-money-while-their-stocks-are-losing-value.html
Next