Google doubles AI capex, turning TPU ASIC orders into high-stakes supplier race

Digitimes
By Levi LiFeb 5, 2026, 8:51 pm188 ptsTrendingTop
Google's latest earnings showed not only solid operating momentum but also an unprecedented surge in capital spending, with capex set to more than double from US$91.45 billion in 2025 to US$175-185 billion in 2026, driven largely by accelerated investment in AI servers and large-scale TPU deployment.

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