Google CapEx forecast: $195–205B
Alphabet raised its 2026 capital expenditure forecast to $195–205 billion, double what it spent the previous year, causing a stock decline.
Snapshot · This Week in Tech (Audio)
TWiT 1094: Rest in Peace, Buzzkill - How John C. Dvorak Changed Tech Journalism Forever
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Jul 27, 2026
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Alphabet's $112B Quarter and Google's CapEx Bet
At 1:37:10 · chapter starts 1:36:29
Leo walks through Alphabet's stunning quarterly earnings: profit quadrupled to $112 billion, driven by AI-powered search and advertising. But markets were unimpressed because the company simultaneously raised its capital expenditure forecast to as much as $205 billion — up from an earlier $190 billion projection — and had already raised $80 billion selling stock to fund data centers. Devindra raises the environmental angle: AI data centers are consuming enormous electricity and fresh water, undermining every major tech company's climate commitments. Alan notes Microsoft bought a nuclear power plant. The panel debates whether the AI spending boom is rational or bubble-like, with Leo pointing out Google's current stock price at $319 is well off its 52-week high of $404. [1] — Leo Laporte "Google CapEx forecast: $195–205B: Alphabet raised its 2026 capital expenditure forecast to $195–205 billion, double what it spent the previ…" 1:37:10
Alphabet quarterly profit: $112 billion
Alphabet reported $112 billion in profit for a single quarter, quadrupling year-over-year, attributed to AI investments paying off.
Alphabet Quadruples Profit to $112 Billion
Alphabet posted $112 billion in quarterly profit, a 400% year-over-year increase. But the market sold off the stock when the company raised its 2026 CapEx forecast to $195–205 billion — double the prior year. Google also raised $80 billion selling stock to fund its data center build-out.
EU fines Google $1 billion
The EU fined Google $1 billion for prioritizing its own services in search results, a case that started with the Google Shopping complaint.
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