# capex

Google Doubles Down on AI Compute: $175–185bn CapEx, Gemini Adoption, and a Cloud Surge

Alphabet reported strong 2025 results and announced a dramatic increase in 2026 capital expenditure — $175–185 billion — to scale AI compute and data‑centre capacity. Gemini 3 adoption, a 48% jump in cloud revenue, and falling model service costs underpin management’s argument that the spending is necessary to meet surging AI demand.

NeTe2026年2月5日 03:40

#Alphabet#Google#Gemini

Wooden Scrabble tiles spelling 'Deepmind' and 'Gemini' on a wooden surface, a concept of AI and games.

Technology

Google’s AI Bet: Gemini Hits 750m Users as Alphabet Pledges Up to $185bn in Capex

Alphabet beat earnings expectations but stunned markets by guiding $175–185bn of capital expenditure for the year, roughly double 2025’s outlay. Google Cloud’s 48% revenue growth and Gemini’s rapid user adoption — helped by a new Siri partnership with Apple — underpin the company’s aggressive push for AI infrastructure, even as investors fret about near‑term returns.

NeTe2026年2月5日 03:40

#Alphabet#Google#Gemini