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Alphabet Raises 2026 Capital Expenditure Guidance to $195-205 Billion Amid AI Infrastructure Push

AI Industry News Stocks

2026-07-23 08:16:43

Alphabet raised its full-year 2026 capital expenditure guidance to $195-205 billion in its second-quarter earnings, driven primarily by AI infrastructure investments. The company's second-quarter capital expenditure reached $44.9 billion. Google Cloud added over $50 billion in new backlog orders, bringing total backlog to $514 billion, and recognized TPU revenue for the first time in its financial statements.

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In-Depth Analysis

Alphabet Raises AI Capex to $205B After Q2 Revenue Beats Estimates

Lucas Bennett11h ago

Alphabet Q2 2026 Revenue Hits $119.80B, Google Cloud Beats Estimates

Lucas Bennett14h ago

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