tech
February 5, 2026
AI Central to Google's US$185bn Spending Plans
Google and Alphabet CEO Sundar Pichai reveals the company's CapEx investments are anticipated to be in the region of US$175bn to US$185bn in 2026
TL;DR
- Alphabet's annual revenue exceeded US$400bn for the first time in 2025.
- Google's AI investments are reinforcing its business model and driving revenue growth.
- The company employs a full-stack AI strategy, controlling all layers of AI development from hardware to deployment.
- Google's infrastructure includes NVIDIA GPUs and custom Tensor Processing Units (TPUs).
- Gemini 3 has seen the fastest adoption of any model in Google's history.
- The Gemini App has over 750 million monthly active users.
- AI features are being integrated across Google's services, including Search, Gmail, and Chrome.
- Google Cloud's backlog reached US$240bn by the end of December.
- Projected capital expenditures for 2026 are between US$175bn and US$185bn.
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