Alphabet (GOOGL) CFO says we expect Capex between USD 180-190bln (prev. guided USD 175-185bln) this year and to significantly increase in 2027 from 2026
- About 60% of investment in Q1 technical infrastructure was in servers, other 40% was in data centres and networking equipment.
- Expect a low single digit percentage point headwind to cloud operating margin for the remainder of 2026 related to the Wiz acquisition
Context
Alphabet's CFO has raised the capital expenditure guidance for this year, indicating an increased commitment to infrastructure and growth. This suggests confidence in future revenue generation and may lead to more robust market sentiment, though investors should note the anticipated margin headwind in the cloud segment due to the acquisition costs.
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