Alphabet forecasts capital spending could nearly double amid booming AI-cloud demand
Alphabet said it expects capital expenditures of $175-185 billion in 2026, up sharply from $91 billion in 2025, driven by AI and cloud infrastructure needs.
Why it matters
That's a huge bet on AI and infrastructure-good for long-term growth, but worry-inducing for investors watching the price tag.
The big picture
This sets the tone for tech spending trends this week and influences expectations for upcoming earnings.