Google projects full-year capex will be $195B to $205B in 2026, after saying in April that it will spend as much as $190B; its Q2 capex hit $44.92B, up 100% YoY (Julia Love/Bloomberg)
Google is lifting its 2026 spending plan again as AI infrastructure demand keeps running ahead of capacity.
Alphabet now expects full-year capital expenditures of $195 billion to $205 billion, above the “as much as $190 billion” figure it gave in April. Q2 capex was $44.92 billion, double the year-earlier level. The note ties the increase to cloud-driven results and continued AI buildout pressure. Techmeme's note
Alphabet now expects full-year capital expenditures of $195 billion to $205 billion, above the “as much as $190 billion” figure it gave in April. Q2 capex was $44.92 billion, double the year-earlier level. The note ties the increase to cloud-driven results and continued AI buildout pressure. Techmeme's note
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