# Alphabet
Latest news and articles about Alphabet
Total: 12 articles found
Alphabet Sells Rare 100‑Year Sterling Bond as Tech Giants Tap Debt Markets for AI Spending
Alphabet issued a rare £1 billion, 100‑year sterling bond that was nearly ten times oversubscribed as part of a broader, multi‑currency debt programme that included a $20 billion dollar deal. The financing push supports massive AI and cloud capital spending and forms part of a larger wave of tech corporate borrowing that may push 2026 issuance to record levels.
Beijing Pushes Tech Self‑Reliance as Markets React: Rare‑Earths Rally, Refinancing Reforms and Regulatory Tightening Shape the Week
China’s latest policy moves marry stronger support for science‑heavy firms — via refinancing reforms and public promotion of tech self‑reliance — with tougher oversight of platform conduct and consumer safety. A notable rise in rare‑earth prices and fresh corporate investment announcements highlight the economic stakes: supply chains and capital allocation will increasingly reflect Beijing’s strategic priorities.
Alphabet Taps Debt Market for $20bn AI War Chest as OpenAI Readies ChatGPT Upgrade
Alphabet plans to raise about $20 billion through dollar bonds, including very long-dated tranches, to fund AI and other growth initiatives. The move coincides with OpenAI reporting renewed user-growth momentum and preparing to release an upgraded chat model, underlining an intensifying AI competition that is reshaping corporate finance decisions.
Alphabet Prepares $15bn Bond Sale to Fuel an AI Spending Boom — Even as Investors Warily Watch for Oversupply
Alphabet is seeking about $15 billion in a multi‑tranche bond sale to help fund a sharply higher capital expenditure plan focused on AI infrastructure, including long‑dated maturities and potential foreign‑currency issuance. The offering underscores how major tech firms are increasingly relying on debt to finance a costly AI arms race that has drawn strong investor demand but raised concerns about overinvestment and long‑term returns.
Google Goes All‑In on AI: $180bn Capex Bet Turns Search Giant into Infrastructure Warfighter
Alphabet reported strong 2025 results, with revenue growth and rising search and cloud momentum, yet surprised markets by guiding roughly $180 billion of capital expenditure for 2026 to accelerate AI infrastructure. The plan deepens Google’s hardware‑and‑energy play, raises barriers to competition and creates short‑term pressures on earnings through higher depreciation and cash burn.
Big Tech’s $660bn AI Gamble Sparks Market Panic as Investors Question the Payoff
Big U.S. tech companies plan roughly $660 billion of AI-related capital spending in 2026, triggering a sharp market sell-off despite strong revenue growth. Investors worry the large, front-loaded investments will lengthen return timelines and concentrate risk, while Apple’s lower-spend, partnership-led approach has been rewarded.
Google’s Blowout Quarter Reinforces AI-Driven Demand for Optical Infrastructure — A Boost for China’s Communications Suppliers
Alphabet’s strong quarterly results — faster search growth, 48% cloud revenue expansion and improved cloud margins — confirm that generative AI is moving into scalable, profitable products. That momentum is driving massive investment in optical interconnects and datacentre infrastructure, benefiting specialised communications suppliers and reflected in strong returns for funds concentrated in optical‑equipment makers. The shift raises strategic supply‑chain and policy questions as co‑packaged optics and silicon photonics become central to AI scale‑up.
Google Doubles Down on AI Compute: $175–185bn CapEx, Gemini Adoption, and a Cloud Surge
Alphabet reported strong 2025 results and announced a dramatic increase in 2026 capital expenditure — $175–185 billion — to scale AI compute and data‑centre capacity. Gemini 3 adoption, a 48% jump in cloud revenue, and falling model service costs underpin management’s argument that the spending is necessary to meet surging AI demand.
Google’s AI Bet: Gemini Hits 750m Users as Alphabet Pledges Up to $185bn in Capex
Alphabet beat earnings expectations but stunned markets by guiding $175–185bn of capital expenditure for the year, roughly double 2025’s outlay. Google Cloud’s 48% revenue growth and Gemini’s rapid user adoption — helped by a new Siri partnership with Apple — underpin the company’s aggressive push for AI infrastructure, even as investors fret about near‑term returns.
Pichai: Google’s Gemini Is a Force Multiplier for SaaS, Not Its Death Knell
On Alphabet’s earnings call Sundar Pichai said Gemini will empower SaaS companies by being embedded into workflows rather than replacing them. His comments highlight both an opportunity for software vendors to add AI-driven value and a strategic shift that increases dependence on major cloud and model providers.
Waymo’s $16bn Windfall: A Record Bet on Robotaxis That Comes with Regulatory Risk
Waymo has secured a record $16 billion financing round valuing the company at about $126 billion, signalling investor confidence in robotaxis. The deal accelerates global expansion plans but arrives amid safety incidents and federal probes that underscore regulatory and operational risks.
Wall Street’s AI Bill: Microsoft’s $381bn Market Shock and the Hard Question for Tech Giants
A recent sharp sell‑off wiped about $381 billion off Microsoft’s market value after Azure growth showed signs of slowing and the company flagged more than $100 billion of capital spending for the year. The market reaction underscores a broader investor scepticism about whether massive AI‑related investments across big tech will be monetised, shifting the emphasis from spending to demonstrable returns.