AI Waka

Feb 24, 2026 · Industry Insights

Why Google’s $185B AI Capex Signals a Fundamental Shift in the AI Race

Alphabet’s announced $1.75‑$1.85 trillion AI‑focused capex for 2026, dwarfing past spending and outpacing rivals, reveals a pivotal change in the AI competition, with 75% earmarked for GPU clusters and data‑center power, driving higher cloud costs, tighter supply, and strategic shifts for data teams.