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Alphabet Raises 2026 AI CapEx to $195–$205 Billion as Cloud Revenue Soars

The company is trading short‑term cash flow for large compute capacity to convert a roughly $514 billion cloud backlog into future revenue.

Alphabet’s Transformation to an AI and Cloud Powerhouse Fuels a Yearlong Stock Surge

NTT DATA and Google Cloud Launch Program to Industrialize Agentic AI

AI Stock Jitters Deepen Before Nvidia’s Earnings Test

WSJ: OpenAI to Buy $300 Billion of Oracle Compute in Five-Year Deal

Google Adds Gemini AI Features to Chromebook Plus and Unveils Lenovo Chromebook Plus 14