Alphabet Raises 2026 CapEx Guidance to $205 Billion
Alphabet raised its full-year 2026 capital expenditure guidance to up to $205 billion, surpassing the market cap of all but 85 companies globally. The Magnificent 7 are on track to collectively spend over $1 trillion annually on CapEx.
Alphabet ($GOOGL) has raised its full-year 2026 capital expenditure guidance to as much as $205 billion. That annual CapEx budget alone exceeds the market capitalization of all but 85 companies worldwide.
The Magnificent 7 group is projected to surpass $1 trillion in combined annual CapEx in the near future. The moves underscore a massive technological shift, with major tech firms pouring record sums into infrastructure and innovation.
No further details on specific spending areas were disclosed in the original post.
Source: The Kobeissi Letter