Alphabet set to double AI spending as Google owner hits record revenue

AI spending increases twofold at Alphabet this year. (Picture: generated)
The Google owner is set to join Amazon and Meta in spending more than $100 billion on AI this year, as its 2025 revenue tops $400 billion.

The headline capex number of $175 to $185 billion is in comparison to a spend of $91 billion in 2025, as their cloud VP, Amin Vahdat, has said they need to double capacity every six months.

In 2026, Meta will spend $135 billion, Microsoft expects a decrease from $37 billion last quarter, and Amazon clocks in at $146 billion, according to CNBC.

Combined, Big Tech looks set to cross $500 billion in AI spending this year, Reuters reports.

As for Google’s AI push, it seems on the rise, having sold 8 million enterprise subscriptions in 2025 and now reaching 750 million monthly active users, up from 650 million last quarter.

Read more: Alphabet’s numbers, writeups at CNBC, Reuters, TechCrunch.

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