Alphabet's 2026 capex to outpace Meta and Microsoft
Alphabet (Google's parent) just reported $113.8 billion in revenue for Q4 2025—up from before and better than expected.
But the real headline: they plan to spend a massive $175-185 billion on infrastructure in 2026, which would almost double its 2025 spending and outpace both Meta and Microsoft.
Alphabet's massive spending shows they're betting big on AI
Most of this money is going into servers and data centers to keep up with booming demand for AI.
CEO Sundar Pichai pointed out that power, land, and supply chain limits are making things tricky as everyone wants more AI.
CFO Anat Ashkenazi said the planned 2026 capex will go toward investing in AI compute capacity for Google DeepMind and to meet significant cloud customer demand, as well as strategic investments in other bets.
Why it matters
Alphabet's huge spending shows they're betting big on AI and cloud services.
They're building the backbone now so Google can stay ahead as businesses everywhere rush to use smarter tech.
If you care about where digital life is headed—or just want to know who's shaping it—this is worth a look.