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Google's AI investment outpaces Apple, shifting power in mobile AI race.

Market News
14 May 2026
24/7 Wall Street
View Source
Bullish
pluang ai news

Google is massively increasing its capital spending on AI infrastructure, guiding $175-$185 billion for 2026, dwarfing Apple's $12.7 billion capex. This shift highlights Google's growing dominance in AI, with its Gemini AI processing billions of tokens per minute and boasting 750 million monthly users. Apple, while strong in revenue and services, remains dependent on Google's AI technology, likely integrating Gemini into iOS 27. The upcoming WWDC event will reveal how much Apple relies on Google for AI, signaling a major shift in control from Apple to Google in mobile AI innovation.

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