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AI Infrastructure

Alphabet Beats Q2 Forecasts but Raises AI CapEx to $195–$205 Billion

The bigger spending plan has turned free cash flow negative and left investors questioning whether hyperscaler AI investment will pay off quickly.

Alphabet Hikes 2026 Capex as Cloud Soars and Cash Falls Short

Hyperscalers Report Rapid AI Cloud Growth and Huge Contracted Backlogs as Tech Stocks Dip

Alphabet Gains Citi Catalyst Watch on AI and Cloud Strength

AI Efficiency Shock and Rotation Test the AI Supercycle

Big Tech Ramps AI Spending Again, Pushing Annual Capex Past $350 Billion

Alphabet Nears $3 Trillion After Court Spares Chrome in Antitrust Case

Broadcom Secures $10 Billion AI-Chip Order From New Customer