Alphabet Is Said to Target $175–$185 Billion in 2026 AI Capex

Such scale would signal a push to turn AI infrastructure into lasting revenue.

Overview

Secondary outlets report Alphabet plans $175 billion to $185 billion of capital spending in 2026, up from about $91.45 billion in 2025, and the company has not confirmed the figure.
Coverage says the money would go to new data centers and production of Google’s next‑generation Ironwood AI chips.
Google expanded its Gemini AI across Workspace in March with measured gains, including a 70.48% score on a spreadsheet test and over nine times faster fills for 100‑cell tasks.
On March 31, Google launched Veo 3.1 Lite for lower‑cost AI video generation through the Gemini API and Google AI Studio, with pricing starting at $0.05 per second at 720p.
Alphabet has shored up supply and demand for its AI stack, with Broadcom contracted to build its Tensor Processing Units through 2031 and Anthropic planning about 3.5 gigawatts of TPU use starting in 2027.