Google increases capex forecast again after cloud-driven earnings beat

Short summary

Google raised its 2026 capital expenditure forecast to $195–205 billion, up from the prior $180–190 billion range, following a cloud-driven earnings beat. CFO Anat Ashkenazi disclosed the updated guidance on an analyst call. The increase signals continued heavy investment in AI and cloud infrastructure.

• •Google raises 2026 capex forecast to $195–205B from $180–190B
• •Cloud revenue drove the earnings beat
• •Signals sustained AI infrastructure spending

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