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

Alphabet's CFO has raised the capital expenditure guidance for this year, indicating an increased commitment to infrastructure and growth.

Newsquawk StaffPublished 29 Apr 2026, 21:16 UTCOn the live feed at 20:56 UTC — 1 more headline followed before this page went public

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21:26

Qualcomm (QCOM) exec. says the Co. will have a 20% share of Apple phones releasing in fall this year and no product relationship beyond that

21:01

US CENTCOM says the US navy has redirected 42 vessels from the blockade in the Strait of Hormuz and that the military is fully committed to enforcing the blockade

20:56

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

20:53

Qualcomm (QCOM) CEO says the Co. expects to exit FY26 with Automotive run rate above USD 6bln and a significant increase in the choice of new smart glasses starting H2'26

20:51

Fire at PDVSA's Cardon refinery's FCC unit is reportedly under control

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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

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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