Alphabet to Invest Up to $185 Billion in AI Infrastructure by 2026, Boosting AVGO and NVDA Stocks
DATA AND AI INFRASTRUCTURE
Alphabet plans to increase its AI capital expenditure to between $175 billion and $185 billion by 2026, significantly higher than previous estimates. This investment targets AI servers, data centers, and infrastructure to meet rising demand.
Following the announcement, Broadcom's stock rose by 6% and NVIDIA's by 2%. Alphabet's revenue for fiscal year 2025 reached $402.84 billion, with substantial contributions from its cloud and AI services. The company aims to enhance its AI capabilities, reflecting robust growth in the sector.

Feb 6, 2026, 6:13 AM