Google's $185 Billion Bet on Rising Demand for AI: Expanding Compute Capacity

Friday, Feb 6, 2026 6:43 pm ET1min read
GOOGL--

Google plans to spend up to $185 billion in 2026 on capital expenditures, more than double its 2025 spending. The company cites rising customer demand and supply chain constraints as reasons for the increased investment. Google Cloud's parent company Alphabet forecasts a 48% rise in Google Cloud revenue to $17.7 billion in Q4 2025. The investment push is part of a broader trend in the tech industry, with hyperscalers nearly doubling their capital expenditures in the last four years.

Google's $185 Billion Bet on Rising Demand for AI: Expanding Compute Capacity

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