Google’s capex guide now exceeds all spending from founding through 2021
ivan_bezdomny · x · 2026-07-24
Google's planned AI-era spending is now so large that its capex guide for this year exceeds all of its capital spending from founding through the end of 2021.
- The post quotes Byrne Hobart highlighting that the midpoint of Google's 2024 capex guide is even higher than its cumulative capex through the launch of ChatGPT.
- The point is not a product launch, but the sheer scale of infrastructure investment now being required.
- It underscores how far the big AI spend cycle has moved beyond the company's earlier history.
Related event: Google Cloud Doubles in Q2 but AI Spending Turns Free Cash Flow Negative(60 posts)→
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