Google adds $55bn to capex plans as it boosts AI spending

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Why This Matters

Google has increased its capital expenditure plans by $55 billion, primarily to boost its artificial intelligence spending, following a strong second quarter with revenue exceeding $100 billion for the second consecutive quarter.

Market Impact

Market impact analysis based on bullish sentiment with 90% confidence.

Sentiment
Bullish
AI Confidence
90%
Time Horizon
Short Term

Article Context

Note: This is a brief excerpt for context. Click below to read the full article on the original source.

Search giant reported second straight quarter of more than $100bn in revenue

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Full article on Financial Times
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Original article published by Financial Times on February 5, 2026.
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