Google lifts full-year capex plan by $15B to $195B–$205B

Beth_Kindig · x · 2026-07-23

Google raised its full-year capex forecast by $15B, now expecting to spend $195B–$205B this year versus its prior $180B–$190B range.

The tweet frames the move as part of the broader AI infrastructure spending race, with Amazon, Microsoft, and Meta also cited.

Related event: Alphabet Raises 2026 Capex Guidance to Over $200 Billion(3 posts)→

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