Alphabet doubles down on AI infrastructure as cloud and ads power Q2 2026 gains
TL;DR Summary
Alphabet's Q2 2026 results show a heavy AI-driven investments ramp, with $44.9B in capex mainly for AI infrastructure; Google Cloud revenue jumped 82% to $24.8B, YouTube ads rose 13% to $11.06B, and search revenue grew 17% to $63.3B. The company also highlights gains from Gemini models and its Anthropic/SpaceX stakes, and signals 2027 capex will rise further amid ongoing AI expansion and new Gemini models.
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- Gene Munster Sees GOOGL Q2 Cloud Revenue Jump Over 65% Ahead Of Estimates — But Traders Eye Capex Yahoo Finance
- Alphabet Posts Cloud Sales Beat, Slight Miss on Search Revenue Bloomberg.com
- Alphabet earnings are just hours away. Here's what matters most for Google. MarketWatch
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