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Alphabet Plans Massive Capex Hike
Alphabet plans massive capex hike, reports cloud revenue growth slowed
Alphabet said on Tuesday it will spend $75 billion on its AI buildout this year, 29% more than Wall Street expected, and investors signaled disappointment at a missed cloud revenue target and began showing impatience over profitability.
Big Tech’s Massive Spend Is Masking a Slowdown in Capex Growth
As Corporate America reports fourth-quarter results, a chasm is opening between the seven biggest companies in the S&P 500 Index and everyone else. The giants are boosting their spending at a rapid pace,
Cloud growth slows, AI-driven CapEx up 42% year-on-year - Alphabet's Sundar Pichai has a double blow for Wall Street (and it didn't go down well)
CEO Sundar Pichai keeps calm and carries on despite Wall Street's adverse reaction to what it hears as bad news.
Datacenter Dynamics
1h
Dell’Oro Group predicts data center annual capex will hit $1 trillion by 2029
Analyst firm Dell’Oro Group predicts that worldwide data center annual capex will surpass $1 trillion by 2029. The sector's ...
cfodive
53m
Alphabet projects $75B in capex as AI push grows: CFO
Big tech continues to invest heavily in AI even as investors eagerly watch for indications that it’s paying off.
9h
on MSN
DeepSeek won't change trajectory of big tech capex spending, says analyst
Richard Kramer, senior analyst at Arete Research, discusses Alphabet's latest earnings. Lakers' LeBron James says he thought ...
The Financial Express
2h
States’ capex may see flat growth in FY25
States' capital expenditures likely fell 4% in the first nine months, indicating flat growth in asset creation spending for ...
Bisnow
3h
Alphabet Plans $75B In Capex This Year Amid AI Data Center Push
Google's parent company is planning more investment in AI infrastructure than analysts projected, even amid concerns around ...
4h
Alphabet Stock 'Should Trade At A Premium': 5 Analysts Highlight AI, CapEx, How Much YouTube Could Be Worth
Alphabet analysts see strength in the company's search and YouTube business segments, while questions around cloud and increased spending remain.
23h
Alphabet brushes off DeepSeek fears with mammoth $75B capex spend
DeepSeek crashed Nvidia’s stock last week based on speculation that its cheaper AI models would dramatically decrease Big ...
Datacenter Dynamics
11h
Google expects 2025 capex to surge to $75bn on AI data center buildout
Google expects capital expenditure to hit $75 billion this year, with the majority going to data centers, servers, and networking. That is more than Wall Street expected at $58bn, and significantly ...
The Financial Express
3h
ONGC sets FY26 capex target at Rs 36,920 cr
ONGC has set a capex target of Rs 36,920 crore for FY26, with 38% allocated to capital, 30% to development drilling, and 20% ...
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Alphabet
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India
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