Alphabet’s capex in 4Q2025 was

Alphabet’s capex in 4Q2025 was up 95% from a year ago to US$27.9 billion, with capex for the whole year of 2025 reaching US$91.4 billion.

As GCP’s backlog grows – it was up 55% sequentially to US$240 billion in 4Q2025 – Alphabet’s capex in 2026 is projected to be US$175 billion to US$185 billion, around double from 2025’s level.

Alphabet is seeing broad-based demand for its AI offerings such as its latest Gemini models and Ironwood TPUs.

Despite the sharp increase in capex, Alphabet is driving efficiencies through the proliferation of AI across its business's

Overall, among Alphabet’s AI-powered products and services, 14 products were observed to have annual revenues exceeding US$1 billion, reflecting material adoption of the company’s AI offerings.

Google Embedded Shopping in AI Search & Gemini: Would This Reshape Ad?

Google is introducing AI-powered shopping functionality directly within Search and Gemini, allowing users to purchase products while receiving AI-generated answers. The move aims to monetize AI usage more directly. Will this strengthen Google’s AI monetization strategy? How meaningful could this be for revenue?

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap

Leave a comment

{"i18n":{"language":"en_US"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":532575923593280,"tweetId":"532575923593280","gmtCreate":1771045088534,"gmtModify":1771047513609,"author":{"id":4107397042933530,"idStr":"4107397042933530","authorId":4107397042933530,"authorIdStr":"4107397042933530","name":"Tigerong","avatar":"https://community-static.tradeup.com/news/4bee085a6642c99da1d2e687f2b23a00","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":2,"crmLevelSwitch":1,"currentWearingBadge":{"badgeId":"f8545949683242faa8dd0b48c38980be-2","templateUuid":"f8545949683242faa8dd0b48c38980be","name":"Monthly top 40 team’s member","description":"Top 40","bigImgUrl":"https://community-static.tradeup.com/news/fb5bc82b7e915a0490d36e69412c79d8","smallImgUrl":"https://community-static.tradeup.com/news/718f296299dace7e34eed369055c0985","grayImgUrl":"https://community-static.tradeup.com/news/45968b006bdbf1797a76c3fa7011a709","redirectLinkEnabled":0,"redirectLink":"https://www.tigerbrokers.com.sg/activity/market/2023/stock-contest?adcode=StockContest2023","hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.01.03","individualDisplayEnabled":0},"individualDisplayBadges":[],"fanSize":155,"starInvestorFlag":false},"themes":[{"themeId":"f1b9e4060852447c9171f242483b5702","categoryId":"7a15628ce2174325bddc6229505e0d70","name":"Google Embedded Shopping in AI Search & Gemini: Would This Reshape Ad?","type":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":f1b9e4060852447c9171f242483b5702}&rnconfig={\"headerBarHidden\": true}","description":"Google is introducing AI-powered shopping functionality directly within Search and Gemini, allowing users to purchase products while receiving AI-generated answers. The move aims to monetize AI usage more directly.\n\nWill this strengthen Google’s AI monetization strategy?\nHow meaningful could this be for revenue?","image":"https://community-static.tradeup.com/news/59d7de3787d19f8662f01e4d76283cd7"}],"images":[],"coverImages":[],"title":"","html":"<html><head></head><body>Alphabet’s capex in 4Q2025 was up 95% from a year ago to US$27.9 billion, with capex for the whole year of 2025 reaching US$91.4 billion.\nAs GCP’s backlog grows – it was up 55% sequentially to US$240 billion in 4Q2025 – Alphabet’s capex in 2026 is projected to be US$175 billion to US$185 billion, around double from 2025’s level.\nAlphabet is seeing broad-based demand for its AI offerings such as its latest Gemini models and Ironwood TPUs.\nDespite the sharp increase in capex, Alphabet is driving efficiencies through the proliferation of AI across its business's\n&nbsp;Overall, among Alphabet’s AI-powered products and services, 14 products were observed to have annual revenues exceeding US$1 billion, reflecting material adoption of the company’s AI offerings.</body></html>","htmlText":"<html><head></head><body>Alphabet’s capex in 4Q2025 was up 95% from a year ago to US$27.9 billion, with capex for the whole year of 2025 reaching US$91.4 billion.\nAs GCP’s backlog grows – it was up 55% sequentially to US$240 billion in 4Q2025 – Alphabet’s capex in 2026 is projected to be US$175 billion to US$185 billion, around double from 2025’s level.\nAlphabet is seeing broad-based demand for its AI offerings such as its latest Gemini models and Ironwood TPUs.\nDespite the sharp increase in capex, Alphabet is driving efficiencies through the proliferation of AI across its business's\n&nbsp;Overall, among Alphabet’s AI-powered products and services, 14 products were observed to have annual revenues exceeding US$1 billion, reflecting material adoption of the company’s AI offerings.</body></html>","text":"Alphabet’s capex in 4Q2025 was up 95% from a year ago to US$27.9 billion, with capex for the whole year of 2025 reaching US$91.4 billion. As GCP’s backlog grows – it was up 55% sequentially to US$240 billion in 4Q2025 – Alphabet’s capex in 2026 is projected to be US$175 billion to US$185 billion, around double from 2025’s level. Alphabet is seeing broad-based demand for its AI offerings such as its latest Gemini models and Ironwood TPUs. Despite the sharp increase in capex, Alphabet is driving efficiencies through the proliferation of AI across its business's Overall, among Alphabet’s AI-powered products and services, 14 products were observed to have annual revenues exceeding US$1 billion, reflecting material adoption of the company’s AI offerings.","highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://ttm.financial/post/532575923593280","repostId":0,"isVote":1,"tweetType":1,"viewCount":163,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["GOOGL","GOOG"],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":639,"optionInvolvedFlag":true,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/532575923593280"}