Alphabet expects 2025 capex of ~$75B, vs. ~$58B est., and reports Google Cloud Q4 revenue up 30% YoY to $11.96B, vs. $12.16B est.; GOOG drops 7%+
but investors aren't impressed Neil Rozenbaum / The Motley Fool : Google Earnings: What Went Wrong and Why I'm Buying More Georgia Butler / DatacenterDynamics : Google expects 2025 capex to surge to $75bn on AI data center buildout Sheryl Estrada / Fortune : Google is spending massively on AI—but an analyst says it's making the ‘right moves at the right time’ The Straits Times : Alphabet slides after cloud sales fall short of expectations Ian Lyall / Proactive : $180 billion wiped from Alphabet as AI cloud revenues disappoint Richard Windsor Home Ai / Radio Free Mobile : Google & AMD Q4 24 - AI Wobble? Rishaj Upadhyay / Android Headlines : Google expects to spend $75 billion in 2025 to boost AI TipRanks Financial : Alphabet Inc. Reports Strong Q4 2024 Results DH Sportsletter / Deccan Herald : Google parent Alphabet plans $75 billion capital expenditures this year, misses on cloud revenue Laurie Sullivan / MediaPost : YouTube Ad Growth Offsets Parent Google's Slide Chris Katje / Benzinga : Alphabet Q4 Earnings Highlights: AI, Cloud, YouTube Momentum Continues, $75 Billion CapEx Guidance Spooks Investors Katherine Tangalakis-Lippert / Business Insider : Alphabet is planning to spend big on AI again this year, sending shares down Bluesky: Tae Kim / @firstadopter : The whining about Google's capex spending makes no sense. As I repeatedly detailed in my book, tech giants get disrupted when they prioritize short-term financial returns over aggressive investment in big technology shifts. It led to the downfall of Intel, many others. X: Aaron Levie / @levie : Google is about to spend $75B on data centers this year. It turns out we're only at the start of the AI supercycle. [image] Tae Kim / @firstadopter : The whining about Google's capex spending makes no sense. As I repeatedly detailed in my book, tech giants get disrupted when they prioritize short-term financial returns over aggressive investment in big technology shifts. It led to the downfall of Intel, many others. Matt Farley / @realmattmoney : $GOOGL - If you're selling, you missed the big picture. The operating margins expanded 500 points from 27% to 32% in the last 12 months, and GCP & YT is far from done... One year ago, in 4Q 2023, Google Cloud produced $9.2B in revenue and a net income of $864m. Coming to a Joseph Carlson / @joecarlsonshow : Just to be clear, the revenue “miss” from Google was by 0.09%, meaning the missed revenue by less than a tenth of a percent. I don't buy it that the stock is dropping because of missing revenue by a fraction of a percent. I think investors are more concerned about the $75 [image] @thetranscript_ : Alphabet CFO on Capex: “Our reported CapEx in Q4 24 was $14 billion, primarily reflecting investments in our technical infrastructure, with the largest component being investment in servers, followed by data centers, to support the growth of our business across Google Services, @the_ai_investor : $NVDA is up AH after the market saw $75B 2025 capex from $GOOGL. [image] See also Mediagazer