Business · 3h ago
Google Boosts AI Capex to $205B, Surpassing Estimates
Google raised its 2026 capital expenditure forecast to up to $205 billion, driven by AI demand for cloud and data center infrastructure. The figure exceeds analyst expectations, signaling aggressive investment in AI capabilities. This marks a significant increase from previous spending levels.
Meridian48 take
The massive capex hike underscores Google's bet that AI infrastructure spending will pay off, but risks overshooting demand if AI adoption slows.
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