TECH NEWS
Alphabet locked in $811 billion of future spending on AI infrastructure. The number jumped $500 billion in one quarter.
TL;DR Alphabet’s contracted future spending hit $811B at end of Q2, up ~$500B from Q1. It covers AI infrastructure supply agreements. Capex guidance raised to $195-$205B for 2026. Alphabet had $811 billion in contracted future spending commitments at the end of June, up nearly $500 billion from