Alphabet discloses $811 billion in AI-related purchase commitments

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โดย The Motley Fool·Read original
Summary · why it matters

Alphabet has entered into purchase commitments and other contractual obligations totaling $811 billion as of the end of the second quarter, primarily for artificial intelligence infrastructure. The figure marks a sharp increase from $332 billion in commitments at the end of the first quarter and covers long-term supply agreements for chips, data center construction, and energy services. The company expects to fulfill most of these agreements by 2030, while energy service contracts extend as far as 2054. Alphabet also reported $45 billion in capital expenditures last quarter, double the amount from a year earlier, and raised its full-year 2026 capex budget to between $195 billion and $205 billion, with spending set to increase significantly in 2027.

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Alphabet disclosed massive AI infrastructure commitments and raised capex, signaling strong investment and growth expectations.

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