Alphabet increased its 2026 AI capital expenditure guidance to $195–205 billion due to capacity shortages driven by stronger-than-expected customer demand. Google Cloud revenue surged 82% to $24.8 billion, with a backlog of $514 billion supporting long-term infrastructure use and returns. Alphabet's vertical integration across AI technologies and cloud infrastructure allows it to monetize AI investments across multiple business units, not just Cloud. Despite negative free cash flow from heavy capex, delayed TPU monetization and a growing backlog strengthen Alphabet's long-term investment outlook in AI.
Alphabet Inc. reported a huge Q2 earnings beat with EPS of $9.11, far exceeding analyst expectations of under $3. The net income surged 298%, mainly due to $99 billion in 'other income' from valuation gains in SpaceX and Anthropic, rather than core b...
Google introduced a new biometric feature allowing users to unlock or recover their accounts using selfie videos instead of passwords. Users record a short video with guided head movements, which is encrypted and stored securely, to verify their iden...
Alphabet Inc. is heavily investing in AI infrastructure, leading to increased capital expenditures and negative free cash flow in the short term. Google Cloud revenue surged 82% to $24.8 billion, with a backlog of $514 billion, indicating strong dema...
Alphabet reported robust earnings with 25% revenue growth and an 82% increase in cloud revenue, signaling strong business momentum. However, the company issued guidance below analyst estimates and raised its capital expenditure forecast for 2026, ref...
Alphabet reported strong Q2 results with 24% year-over-year revenue growth and a 300% surge in net income. The market reacted negatively due to increased AI capital expenditures and negative free cash flow, but these investments are seen as strategic...
