Alphabet increases its 2026 capex forecast to between $175B and $185B, above ~$120B est. and up from $91.4B in 2025; Q4 capex was $27.9B, vs. 14.3B in Q4 2024
Search giant reports more than $400bn in annual revenue for the first time — Google said it plans to double its capital expenditure …
Financial Times Stephen Morris
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Discussion
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@munster_gene
Gene Munster
on x
Regarding the question about how early we are in AI? $GOOG guided Capex this year to grow at 108% at $175-185B. Previously the Street was expecting 30% growth, or $116B. Meta is now well behind Google at 74% growth. Let the arms race continue.
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@qualityinvest5
@qualityinvest5
on x
I better not see a SINGLE PERSON question the AI Capex spend after this $GOOGL report WOW... [image]
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@rihardjarc
Rihard Jarc
on x
$GOOGL is a company that doesn't do hype. For them to go and increase CapEx from $90B to $180B is probably the most bullish thing long-term investors can see as it shows the scale of future revenue growth. I am shocked that at this stage most still don't understand this.
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@divestech
Dan Ives
on x
Alphabet A+ results and Google Cloud and Search clear standouts. The 26 Capex number we loudly applaud as Google aggressively going after AI Revolution. In a massive position of strength for 2026...also positive tea leaves around Apple AI partnership. Positive for tech/chips 🏆🐂
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@byrnehobart
Byrne Hobart
on x
Google's capex guide this year is higher than their cumulative capex from founding through the end of 2021.
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@geiger_capital
@geiger_capital
on x
2026 CAPEX: $GOOGL - $175B-$185B vs $119B est $META - $115B-$135B vs $110B est $TSLA - $20B vs $11B est $AMZN - *tomorrow vs $145B est The hyperscalers are going all in on AI. [image]
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@bespokeinvest
@bespokeinvest
on x
There are only 59 other companies in the S&P 500 that Alphabet couldn't buy with the $180 billion in CapEx it plans for this year. $GOOGL
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@zeffmax
Max Zeff
on x
Meta plans to spend up to $135B on capex this year Google plans to spend up to $185B on capex this year How exactly do OpenAI and Anthropic not fall behind without raising $100B rounds, or going public, this year? Maybe more importantly, does AI spending double in 2027 again?
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@stocksavvyshay
Shay Boloor
on x
$GOOGL said ~60% of capex is going toward servers & machines with ~40% into data centers & networking. About 50% of 2026 ML compute goes to Google Cloud which means half of their AI compute is being directed toward revenue-generating external demand. [image]
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@dampedspring
Andy Constan
on x
Massive guide on Capex $GOOG. They are gonna have to end share repurchase and issue debt in size [image]
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@thestalwart
Joe Weisenthal
on x
$AVGO shareholders loving that $GOOGL CAPEX number [image]
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@josephpolitano
@josephpolitano
on x
google is gonna spend the GDP of morocco on data centers this year lol
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@jerrycap
@jerrycap
on x
Google heading to $200 billion in Capex. Anthropic has zero ability to compete with that. End of Story. Amazon doesnt seem to care OAI is a complicated shitco that holds Microsoft back from vertical integration. Meta is the only other viable competitor to Google.