Earnings· August 16, 2026 at 03:43 PM

Sundar Pichai Raised Alphabet's Capex Guidance to $205 Billion the Same Quarter Google Cloud's Backlog Hit $514 Billion. Here's Which Number Actually Matters More.

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Founder, Financial Engineer · CMB-licensed

Higher education in Financial Engineering and Money & Capital Markets. SPK (Turkey CMB) licence. 16 years across institutional markets, research, and quant-driven analytics.

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AI summary

Alphabet recently raised its artificial intelligence (AI) infrastructure budget for the year.

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