Home › Headlines › ReportHeadlines · ReportAlphabet Q2 earnings put the AI trade under pressure in 2026 - MemeburnTrade pressSlicast · July 25, 2026 · US · Source: Memeburnimportance 50Read the originalShareCompanies in this storyGoogle CloudCapex history →In-depth analysisCommentaryAlphabet Hedges Both Sides of the AI Interconnect War as Cloud Backlog Reaches $514 BillionCommentaryAlphabet's $250 Billion Capex Offload: Financing Architecture for the AI Infrastructure EraRelated reportsHeadlines1 hyperscaler megacap down, 3 to go. Alphabet raises the stakes on AI spending - CNBC2026-07-25HeadlinesAlphabet 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