Home › Headlines › ReportHeadlines · Report1 hyperscaler megacap down, 3 to go. Alphabet raises the stakes on AI spending - CNBCNewswireSlicast · July 24, 2026 at 19:38 UTC · US · Source: CNBCimportance 50Read the originalShareCompanies in this storyGoogle CloudCapex history →In-depth analysisCommentaryGoogle Cloud TPU Revenue Recognition and $513.9 Billion Backlog, October 2026CommentaryMicrosoft / Azure vs AWS / Amazon vs Google Cloud vs Meta: What AI Capex Is Actually Made OfRelated reportsHeadlinesAlphabet Q2 earnings put the AI trade under pressure in 2026 - Memeburn2026-07-25HeadlinesAlphabet announces $205 billion AI infrastructure capex, exceeding analyst expectations despite stock decline.2026-07-24HeadlinesGoogle Cloud reaches $25B quarterly revenue milestone driven by AI infrastructure growth2026-07-24HeadlinesNVIDIA Vera Rubin platform enters production with shipments to CoreWeave, showing performance-per-watt gains and lowest token cost for AI inference partners.2026-07-22HeadlinesMicrosoft, Alphabet, and Meta disclosed in earnings that power, networking, deployment speed, and data center construction—not GPU supply—are now the defining constraints in the AI race2026-07-30