星球日报
星球日报|Feb 04, 2026 22:59
[Alphabet's Quarterly Report Exceeds Expectations, Capital Expenditure This Year Reaches $185 Billion] Odaily Planet Daily News – Google (GOOG.O) parent company Alphabet's Q4 2025 revenue exceeded expectations, with capital expenditure for 2026 projected to be between $175 billion and $185 billion, far surpassing investors' expectations of $119.5 billion. Google's Q4 revenue was $113.828 billion, compared to the market expectation of $111.375 billion. The company has rapidly improved the Gemini model and fully integrated it into various product lines, an effort requiring substantial investment to support model optimization and meet cloud customer demands. These investments have already begun to show results. Google is supplying up to 1 million specialized AI chips to Anthropic, solidifying its position as a key infrastructure provider in the AI field. Additionally, Gemini will provide AI technology support for Apple's iPhone Siri. However, to justify such massive expenditures, Alphabet needs to demonstrate growth momentum in its cloud services and search advertising businesses. The company stated that large-scale investments in AI, including building new infrastructure, R&D spending, and talent acquisition, are critical to competing with rivals such as Amazon, Microsoft, and OpenAI.
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