Capital Expenditures
Ongoing coverage on Capital Expenditures.
Latest coverage
Google’s AI Spending Guidance Just Slipped — And That’s the Real Story
Google has revised its capital expenditure guidance upwards, now projecting spending between $195 billion and $205 billion, a significant increase from the previous $190 billion ceiling. This revision, coupled with competitive pressures from Chinese AI firms and potential overbuilding of data centers across the industry, raises concerns about profitability and forecasting accuracy for Google and the broader AI sector.
Google (GOOGL) CFO Anat Ashkenazi says 2027 capital expenditures to 'significantly increase'
Google's CFO Anat Ashkenazi stated that capital expenditures are expected to 'significantly increase' in 2027 due to high computing demand. The company is currently facing compute constraints in the near term.
Facebook (META) increases 2026 capital expenditures forecast to $125-145 billion
Meta Platforms, formerly Facebook, has increased its capital expenditures forecast for 2026 to between $125 and $145 billion. The company shared this updated financial outlook in its latest report.