[{"data":1,"prerenderedAt":175},["ShallowReactive",2],{"story-91213-cn":3},{"id":4,"slug":5,"slugs":5,"currentSlug":5,"title":6,"subtitle":7,"coverImagesSmall":8,"coverImages":9,"content":32,"questions":33,"relatedArticles":58,"body_color":173,"card_color":174},"91213",null,"Google's $185B AI Capex Surge Transforms E-Commerce Advertising, Search, and Seller Tools Through Advanced Infrastructure","- Alphabet doubles data center spending to $185B by 2026, driving AI-powered improvements to Google Shopping, Ads targeting, and cloud services for cross-border sellers",[],[10,11,12,13,14,15,16,17,18,19,20,21,22,11,23,13,24,25,26,27,13,28,29,27,30,11,31],"https://img.digitimes.com/newsshow/20260205vl216_files/3_b.jpg","https://images.wsj.net/im-22144896?width=700&height=466","https://img-s-msn-com.akamaized.net/tenant/amp/entityid/AA1VJfmJ.img?w=768&h=512&m=6","https://images.wsj.net/im-08450576?width=700&height=466","https://www.investors.com/wp-content/uploads/2026/02/IT-Broadcom-Thor-Ultra-company.jpg","https://247wallst.com/wp-content/uploads/2026/02/live-will-rambus-continue-its-rally-after-q4-earri-featured-1770061813487.webp","https://static.foxbusiness.com/foxbusiness.com/content/uploads/2026/02/sundar-pichai-google-1.jpg","https://pro.thestreet.com/.image/ar_1:1%2Cc_fill%2Ccs_srgb%2Cfl_progressive%2Cq_auto:good%2Cw_1200/MjExNzY2MDkyMjQ5NDQyMjgw/google-ceo-says-antitrust-trials-could-drag-on-for-many-years.jpg","https://s.yimg.com/uu/api/res/1.2/Aj.aV1_tHNy2fra_MGSI1A--~B/aD0yNTI0O3c9NDQ4MzthcHBpZD15dGFjaHlvbg--/https://s.yimg.com/os/creatr-uploaded-images/2026-02/c32ab090-029a-11f1-86ab-22e93fcaf37e","https://images.mktw.net/im-79837334?width=1260&height=840","https://cloudfront-us-east-1.images.arcpublishing.com/morningstar/4FVFILWRQFBBXNN46NLDWT4K4M.jpg","https://pro.thestreet.com/.image/ar_4:3%2Cc_fill%2Ccs_srgb%2Cfl_progressive%2Cq_auto:good%2Cw_1200/MjE5NDE1NzEwODYwOTEyNDkz/google-gemini.jpg","https://s.abcnews.com/images/US/wirestory_73922dd5d0c2398e1d4f23ddfccd0277_16x9_1600.jpg","https://s.yimg.com/ny/api/res/1.2/HY7fhfoYqB_K5bL96ufjDg--/YXBwaWQ9aGlnaGxhbmRlcjt3PTEyMDA7aD0xMDcy/https://media.zenfs.com/en/motleyfool.com/ba80d0f341edc9eafd634feaeedbd932","https://media.datacenterdynamics.com/media/images/GettyImages-1163973538.width-358.jpg","https://static.seekingalpha.com/cdn/s3/uploads/getty_images/2211981905/image_2211981905.jpg?io=getty-c-w1536","https://g.foolcdn.com/editorial/images/854620/the-google-logo-shown-on-a-smartphone.jpg","https://www.thetimes.com/imageserver/image/%2F71456804-8db6-460e-8613-13fc9d9317e3.jpg?crop=6580%2C3701%2C259%2C0&resize=1200","https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1337403704/image_1337403704.jpg?io=getty-c-w630","https://images.investinglive.com/images/goog%20stock_id_048ffc03-ffd3-458d-9810-b53575f3f220_size975.jpg","https://static.toiimg.com/thumb/msid-127923946,width-1280,height-720,imgsize-22668,resizemode-4,overlay-toi_sw,pt-32,y_pad-600/photo.jpg","https://images.wsj.net/im-68612218?width=620&height=413","**Google's Massive AI Infrastructure Commitment Reshapes E-Commerce Seller Opportunities**\n\nAlphabet announced a historic capital expenditure increase to $175-185 billion for 2026, nearly doubling its previous $72 billion outlay, according to announcements on February 4-5, 2026. This represents the largest data-center spending increase since the AI investment cycle began, with the majority allocated to server equipment, semiconductor chips, and AI model development infrastructure. The company reported fourth-quarter 2025 earnings that exceeded Wall Street expectations, with annual revenue surpassing $400 billion for the first time, driven primarily by AI-powered enhancements to advertising and cloud-computing businesses. This aggressive capital allocation signals Google's determination to maintain competitive advantage against OpenAI, Meta ($135B capex), Amazon (60% AI spending increase), and Microsoft in the rapidly evolving AI landscape.\n\n**Immediate E-Commerce Seller Implications: Enhanced Platform Capabilities and Competitive Dynamics**\n\nFor cross-border e-commerce sellers, Google's infrastructure investments translate into tangible platform improvements across three critical channels: Google Shopping, Google Ads, and Google Cloud services. The enhanced AI capabilities will likely improve advertising targeting precision, search algorithms, and product recommendation systems that directly affect seller visibility and customer acquisition costs. Sellers utilizing Google Ads and Google Shopping may experience improved conversion rates as AI models mature, with more sophisticated customer targeting based on behavioral patterns and intent signals. However, the infrastructure investments also signal potential future changes to advertising costs and platform features—increased competition for ad placement could impact organic search visibility and drive up cost-per-click (CPC) rates. Google's cloud infrastructure expansion through Google Cloud will benefit e-commerce businesses managing inventory, analytics, and supply chain operations at scale, potentially offering improved data processing speeds and advanced analytics capabilities for demand forecasting and customer personalization.\n\n**Strategic Competitive Positioning and Seller Adaptation Requirements**\n\nThe announcement reflects intensifying \"winner-take-most\" dynamics in AI development, where companies must invest heavily to avoid competitive obsolescence. Google's $185 billion investment dwarfs Meta's $135 billion commitment, demonstrating the company's confidence in AI-driven revenue opportunities and its financial flexibility to make independent spending decisions—a significant advantage over OpenAI, which requires external funding rounds carrying execution risk. For sellers, this competitive intensity means platform capabilities will increasingly incorporate artificial intelligence for logistics optimization, fraud detection, and customer service automation. The infrastructure investments suggest Google will accelerate AI-powered features in its merchant tools and analytics platforms, potentially creating new opportunities for data-driven sellers to optimize operations. Sellers should anticipate evolving platform features and monitor how these infrastructure improvements translate into enhanced tools within Google's advertising and cloud platforms, potentially affecting marketing efficiency and operational capabilities throughout 2025-2026. The timing coincides with increased competition in cloud services and AI-driven business solutions, suggesting sellers who adopt AI-powered optimization tools early will gain competitive advantages in targeting precision and operational efficiency.",[34,37,40,43,46,49,52,55],{"title":35,"answer":36,"author":5,"avatar":5,"time":5},"How can sellers leverage Google Cloud services to compete with Amazon Web Services?","Google's cloud infrastructure expansion through the $185 billion capex plan will likely improve Google Cloud's competitive positioning against AWS, offering sellers better data processing speeds, advanced analytics, and AI-powered business intelligence tools. Sellers managing large inventories or complex supply chains should evaluate Google Cloud for hosting, data analytics, and machine learning capabilities that can improve demand forecasting and logistics optimization. The infrastructure investments suggest Google will accelerate AI-powered features for inventory management, dynamic pricing, and customer personalization—capabilities that could provide competitive advantages over sellers relying on basic hosting solutions. Consider migrating analytics workloads to Google Cloud by Q3 2026 to access improved AI capabilities for customer behavior analysis and demand prediction. Google Cloud's integration with Google Ads and Shopping platforms enables seamless data flow for campaign optimization and performance analysis, creating efficiency gains unavailable on competing platforms.",{"title":38,"answer":39,"author":5,"avatar":5,"time":5},"What is the expected ROI timeline for sellers adopting Google's new AI-powered tools?","Sellers can expect measurable ROI improvements within 60-90 days of implementing Google's AI-powered tools, with optimization continuing over 6-12 months as algorithms learn from campaign data. Early adopters of Performance Max and Smart Bidding typically see 10-20% improvement in conversion rates and 5-10% reduction in cost-per-acquisition (CPA) within the first quarter. However, ROI depends heavily on campaign setup quality, audience targeting precision, and product feed optimization—sellers with poor data quality may see minimal improvements. The infrastructure investments suggest Google will release new AI features throughout 2026, creating multiple opportunities for incremental ROI improvements. Sellers should establish baseline metrics by March 2026, implement new features by May 2026, and measure impact by August 2026. Budget 15-20% of advertising spend for testing new AI features to identify highest-ROI opportunities before scaling. The competitive advantage window for early adopters is typically 3-6 months before features become standard, so rapid implementation is critical.",{"title":41,"answer":42,"author":5,"avatar":5,"time":5},"How will Google's $185 billion AI investment impact Google Ads costs for sellers?","Google's massive infrastructure investment will likely improve advertising targeting precision and conversion rates, potentially offsetting cost increases through better campaign efficiency. However, increased competition for ad placement and enhanced AI-driven bidding mechanisms may drive up cost-per-click (CPC) rates by 5-15% as more sellers adopt AI-powered optimization tools. The announcement signals potential future changes to advertising costs as AI capabilities mature and become standard features. Sellers should expect improved targeting options (demographic, behavioral, intent-based) that could improve ROI despite higher absolute costs. Monitor Google Ads dashboard for new AI-powered features like Performance Max and Smart Bidding enhancements that leverage the expanded infrastructure.",{"title":44,"answer":45,"author":5,"avatar":5,"time":5},"What new AI-powered seller tools should cross-border sellers expect from Google?","Google's infrastructure expansion suggests acceleration of AI-powered features in merchant tools and analytics platforms, including advanced demand forecasting, inventory optimization, and customer personalization capabilities. Sellers can expect improvements to Google Shopping's product recommendation algorithms, enhanced search ranking mechanisms, and more sophisticated fraud detection systems. Google Cloud services will likely offer improved data processing speeds and advanced analytics for supply chain management and logistics optimization. The infrastructure investments indicate Google will prioritize AI-driven features for inventory management, dynamic pricing recommendations, and customer behavior analysis. Sellers should prepare to integrate these tools into their operations by Q3 2026 to maintain competitive advantage.",{"title":47,"answer":48,"author":5,"avatar":5,"time":5},"How does Google's AI spending compare to Amazon and Meta's investments?","Google's $185 billion capex plan significantly exceeds Meta's $135 billion commitment and Amazon's 60% AI spending increase, positioning Google as the dominant player in AI infrastructure investment. This spending hierarchy reflects Google's financial flexibility and confidence in AI-driven revenue opportunities, particularly in advertising and cloud services. Google's advantage over OpenAI is strategic—Google can make independent spending decisions without external funding rounds, while OpenAI requires capital raises carrying execution risk. For sellers, Google's dominant position suggests its advertising and search platforms will likely maintain technological superiority in AI-powered targeting and optimization. The competitive intensity means sellers using Google's platforms may gain advantages over those relying on Amazon or Meta advertising, particularly in targeting precision and conversion optimization.",{"title":50,"answer":51,"author":5,"avatar":5,"time":5},"What are the timeline and rollout expectations for AI improvements to Google Shopping?","Based on the February 2026 announcement and typical Google infrastructure deployment cycles, sellers should expect initial AI improvements to Google Shopping and Ads platforms by mid-2026, with broader rollout throughout Q3-Q4 2026. The infrastructure investments target data center expansion and AI model development necessary for next-generation services, suggesting a 6-12 month implementation timeline. Google typically pilots new features with select merchants before broader deployment, so early adopters in high-volume categories may see improvements first. Sellers should monitor Google Merchant Center announcements and Seller Central updates for beta program invitations. The company's track record suggests major feature releases typically occur during Google Marketing Live (May/June) and Search Central conferences, making these key dates for monitoring new AI-powered seller tools.",{"title":53,"answer":54,"author":5,"avatar":5,"time":5},"How should sellers prepare for increased competition in Google Ads due to AI improvements?","Sellers should immediately audit their Google Ads campaigns and implement AI-powered optimization tools like Performance Max, Smart Bidding, and automated rules to stay competitive. The infrastructure investments will enable more sophisticated AI-driven bidding strategies, meaning sellers using manual bidding or basic automation will face higher costs and lower visibility. Prepare for 5-15% CPC increases by optimizing landing pages, improving Quality Scores, and refining audience targeting. Consider allocating 20-30% of ad budget to experimental campaigns testing new AI features as they roll out. Sellers should also invest in Google Cloud analytics capabilities to leverage improved data processing for demand forecasting and inventory optimization. By Q2 2026, establish baseline metrics for conversion rates, CPC, and ROAS to measure impact of new AI features and adjust strategies accordingly.",{"title":56,"answer":57,"author":5,"avatar":5,"time":5},"What are the risks of Google's massive capex commitment for sellers?","While infrastructure investments typically benefit sellers through improved platform capabilities, the massive $185 billion commitment signals potential near-term margin pressure for Google, which could translate to higher advertising costs or reduced platform investments in seller tools. Analysts note potential pressure on profit margins and free cash flow in the near term, though Google's strong balance sheet provides sufficient capacity. The spending also reflects intensifying competition with Meta, Amazon, and Microsoft, meaning platform features may shift rapidly as companies compete for AI dominance. Sellers should monitor for potential changes to advertising policies, commission structures, or platform fees as Google monetizes new AI capabilities. Additionally, the focus on AI infrastructure may reduce investment in other seller support areas like customer service or educational resources. Diversify advertising spend across Amazon, Meta, and other platforms to mitigate risk of Google platform changes.",[59,64,68,72,76,80,84,88,93,97,101,105,108,112,116,119,123,127,131,134,139,143,147,151,155,158,161,165,169],{"id":60,"title":61,"source":62,"logo":11,"time":63},361907,"Google to Double Spending as Earnings Beat Wall Street Expectations","https://www.wsj.com/tech/alphabet-q4-earnings-2025-googl-stock-fb9a4e9c?gaa_at=eafs&gaa_n=AWEtsqf2WfOD9w4KCp_sN0fUmG0rXNsTTa6R2gZRc_fjJXtah3jfmq7qOQC0&gaa_ts=6984fc45&gaa_sig=PwfKrkeRhkbBIY9YrKV8Vh3GvVyw0s_TtlRQW2UiuiYhpLjp8Xr88YH0kgVLCTNyxAxDT2fwEdyjllN7WCddIg%3D%3D","2天前",{"id":65,"title":66,"source":67,"logo":30,"time":63},360212,"Google crosses $400 billion revenue mark for the first time; Elon Musk reacts","https://timesofindia.indiatimes.com/technology/tech-news/google-crosses-400-billion-revenue-mark-for-the-first-time-elon-musk-reacts/articleshow/127923956.cms",{"id":69,"title":70,"source":71,"logo":10,"time":63},360213,"Alphabet's US$185 billion hardware mandate: Breaking the AI supply bottleneck","https://www.digitimes.com/news/a20260205VL216/alphabet-hardware-industrial-silicon-infrastructure.html",{"id":73,"title":74,"source":75,"logo":15,"time":63},362455,"Alphabet’s AI Spending Spree Is Fueling Broadcom’s Next Big Rally","https://247wallst.com/investing/2026/02/05/alphabets-ai-spending-spree-is-fueling-broadcoms-next-big-rally/",{"id":77,"title":78,"source":79,"logo":25,"time":63},360211,"Alphabet: Solid Results, Stock Down. Another Gift From The Market (NASDAQ:GOOGL)","https://seekingalpha.com/article/4866201-alphabet-solid-results-stock-down-another-gift-from-market",{"id":81,"title":82,"source":83,"logo":29,"time":63},362454,"If GOOG stock can’t rally on this print, it’s tough to see any other names working","https://investinglive.com/stocks/if-goog-stock-cant-rally-on-this-print-its-tough-to-see-any-other-names-working-20260205/",{"id":85,"title":86,"source":87,"logo":21,"time":63},362453,"Why We’re Not Fazed by Google’s Results — Or Its Capex Plans","https://pro.thestreet.com/portfolio/why-were-not-fazed-by-googles-results-or-its-capex-plans",{"id":89,"title":90,"source":91,"logo":14,"time":92},362452,"Broadcom Stock Rises On Google's Massive Capex Increase","https://www.investors.com/news/technology/broadcom-stock-rises-google-capex-hike/","1天前",{"id":94,"title":95,"source":96,"logo":24,"time":63},362451,"Google estimates 2026 capex of up to $185bn","https://www.datacenterdynamics.com/en/news/google-estimates-2026-capex-of-up-to-185bn/",{"id":98,"title":99,"source":100,"logo":22,"time":63},360218,"Google's quarterly results paint a picture of an internet powerhouse getting stronger in AI age","https://abcnews.go.com/Business/wireStory/googles-quarterly-results-paint-picture-internet-powerhouse-stronger-129864346",{"id":102,"title":103,"source":104,"logo":19,"time":63},360515,"Broadcom’s stock rises on Google’s spending plans, but Nvidia’s stock extends decline","https://www.marketwatch.com/story/broadcoms-stock-rises-on-googles-spending-plans-but-nvidias-stock-extends-decline-4eecf97d?gaa_at=eafs&gaa_n=AWEtsqdx77IyX4TSzO43_0R2kv_7tmGeJPCG3x_ssc3f3l6BIjaF8ZhPRmYP&gaa_ts=6984c35a&gaa_sig=GPVjQ7EqU6wiPtIs_HvdTcOUoM5xSDpXO3cMxYCqEgN4UGmzGJO-52s4G1UY17IMXG5eeuBn1WQBMf0YB7FvFg%3D%3D",{"id":106,"title":61,"source":107,"logo":11,"time":63},360516,"https://www.wsj.com/tech/alphabet-q4-earnings-2025-googl-stock-fb9a4e9c?gaa_at=eafs&gaa_n=AWEtsqc-57yys1QYLDlTJB6S-8z76_7EwfO0SbeXXaFxk3D9nKscdB4bc94Y&gaa_ts=6984c35a&gaa_sig=WxmyPqZJEIK_2nPD682Go20KIFUAhcJafDrHtzuOHU6fH0AVAlLDI683rvvMaZohdyzTLqzv29zXOOQNKJUSSw%3D%3D",{"id":109,"title":110,"source":111,"logo":12,"time":63},360216,"Nvidia, Broadcom stocks rise. How Google’s AI spending will boost the chip makers.","https://www.msn.com/en-us/news/technology/why-google-s-bad-news-was-good-news-for-broadcom-stock/ar-AA1VJtsc?ocid=finance-verthp-feeds",{"id":113,"title":114,"source":115,"logo":27,"time":63},362857,"Google owner Alphabet ramps up spending in AI arms race","https://www.thetimes.com/us/business-us/article/google-owner-alphabet-1138bn-revenue-n8dmgzh5h?gaa_at=eafs&gaa_n=AWEtsqfXi96z4GKzqQysmf9D-BH4jKnLEkL4l-2UWTeEPVT7OWrGUStGO8Ok&gaa_ts=698533e3&gaa_sig=Y4iZV0lyiVDo_mPJPVwDa5Jk8vZmRrUv-n2Fz3CCX_wyMZwAWth2qixlN4AM41rWz8Iqz0WbVMDoah5IDN6XEQ%3D%3D",{"id":117,"title":61,"source":118,"logo":11,"time":63},362856,"https://www.wsj.com/tech/alphabet-q4-earnings-2025-googl-stock-fb9a4e9c?gaa_at=eafs&gaa_n=AWEtsqcO92iOoOFBPzbMAM1YUXbP1J3xKLs8MSOtI5woQRzMtvrr2xx_q-49&gaa_ts=698533e3&gaa_sig=_UM7NKzXQcgRX8PoEwNkZvgU-5jgaqXr2JoucoSGdeoAmJz47rJfDzjvWTXKWWJpGAWN7yPOKVqfXvG5mznO1Q%3D%3D",{"id":120,"title":121,"source":122,"logo":5,"time":63},360214,"Google says AI search is driving an ‘expansionary moment’","https://searchengineland.com/google-ai-search-expansionary-moment-468281",{"id":124,"title":125,"source":126,"logo":18,"time":63},360215,"Alphabet ramping up CapEx is proof of the demand for AI","https://finance.yahoo.com/video/alphabet-ramping-capex-proof-demand-143103258.html",{"id":128,"title":129,"source":130,"logo":28,"time":63},362489,"'More money, more honey' is Google's mantra (GOOG:NASDAQ)","https://seekingalpha.com/news/4547824-more-money-more-honey-is-googles-new-mantra",{"id":132,"title":114,"source":133,"logo":27,"time":63},360463,"https://www.thetimes.com/us/business-us/article/google-owner-alphabet-1138bn-revenue-n8dmgzh5h?gaa_at=eafs&gaa_n=AWEtsqduV9Wq_ucx411YYIgtPfQhfXUYJ3jyXrxCcd26O77Q38uw3M0Dgswr&gaa_ts=6984c35a&gaa_sig=z1qDl5B1f77OW9FVOe7AYxx0xIxqXjgkAi69rvJRf4NKgHNr_6dYSRpmw4vzMVhW1YWf1QZGR4KW1UTT-Q-wUA%3D%3D",{"id":135,"title":136,"source":137,"logo":138,"time":63},361355,"Alphabet Can Outgrow Everything Else, But Can It Outgrow Ads?","https://www.adexchanger.com/marketers/alphabet-can-outgrow-everything-else-but-can-it-outgrow-ads/","https://www.adexchanger.com/wp-content/uploads/2026/02/HI.RES_.spend_.surge_.cartoon.jpeg",{"id":140,"title":141,"source":142,"logo":23,"time":92},362488,"Stock Market Today, Feb. 5: Alphabet Rallies Back to Even After Unveiling 2026 AI Spending Plan Near $185 Billion","https://finance.yahoo.com/news/stock-market-today-feb-5-230338065.html",{"id":144,"title":145,"source":146,"logo":13,"time":63},360461,"Google Leans Hard Into Its AI-Winner Status","https://www.wsj.com/tech/ai/google-leans-hard-into-its-ai-winner-status-6111835e?gaa_at=eafs&gaa_n=AWEtsqcVo77CUzv98K-csXeVg8EEinV_3YHG_FgxbBP3JJPQRHsMmj7SDuxg&gaa_ts=6984c35a&gaa_sig=yJgYDT_dhLdCRKFIIBfYBD0K2vSprqApM_c-HAn9C300IEf86OI9dU9AoM068upRb02IKp77lXeFyJdBkDySJw%3D%3D",{"id":148,"title":149,"source":150,"logo":31,"time":63},360462,"Alphabet Stock Falls After Google's Parent Outlines AI Capex Boost","https://www.wsj.com/livecoverage/stock-market-today-dow-sp-500-nasdaq-02-05-2026/card/alphabet-stock-slips-after-google-s-parent-outlines-ai-capex-boost-a9n4SNVZq5p5Ybvw4pch?gaa_at=eafs&gaa_n=AWEtsqdGNXHSra95FqKooHU-0YBTss817QNyL62A4rg6oHaD7iU0zhy9XDCu&gaa_ts=6984c35a&gaa_sig=9Ul053Xkx8sDGRfbqTOEYEOc_d2c6UxYlLCMDYJ0U9ACJ6uU2tGbKJ7XBf-9L5uS-VqaC7nAtb6N8brBriNxjg%3D%3D",{"id":152,"title":153,"source":154,"logo":16,"time":63},361473,"Google plans to spend big as AI race with rivals intensifies","https://www.foxbusiness.com/fox-news-tech/google-plans-spend-big-ai-race-rivals-intensifies",{"id":156,"title":145,"source":157,"logo":13,"time":63},362949,"https://www.wsj.com/tech/ai/google-leans-hard-into-its-ai-winner-status-6111835e?gaa_at=eafs&gaa_n=AWEtsqf9UrDxefQ__aH2w6UT0cgVu2ekVfDA6a2M2FVABd8Jw5nGvb5jsk6h&gaa_ts=698533e3&gaa_sig=FuBP1TS3D9xZ--CeYJBY6frqSTJ020s_DAi5pWMTg7XZQsOt2-SxT45Zcm3_amMcQflnnWStGWRoR_eqMSuI6A%3D%3D",{"id":159,"title":145,"source":160,"logo":13,"time":63},361837,"https://www.wsj.com/tech/ai/google-leans-hard-into-its-ai-winner-status-6111835e?gaa_at=eafs&gaa_n=AWEtsqefSr8PzekjyA11oHqwqvYHJn8r5AeAGaQcsT0iEO6368zcogDiXh0X&gaa_ts=6984fc45&gaa_sig=bBj1PhSkTdR46b7RG2cDqHVTQwsIOuunJ3wd5lgOB7OKWqaGaYyOoRb8C65O0kP1LXZ8wLDITVjEQGz86G0OKQ%3D%3D",{"id":162,"title":163,"source":164,"logo":26,"time":63},361418,"Google Plans to Double Capex Spending as Cloud Growth Soars 48%","https://www.fool.com/investing/2026/02/04/google-plans-to-double-capex-spending-as-cloud-gro/",{"id":166,"title":167,"source":168,"logo":17,"time":63},361414,"Every Manager Is Watching This Alphabet Line After CEO Spooks Wall Street","https://pro.thestreet.com/trade-ideas/ever-manager-is-watching-this-alphabet-line-after-ceo-spooks-wall-street",{"id":170,"title":171,"source":172,"logo":20,"time":63},361413,"Alphabet Earnings: Continued Momentum on Cloud and Search as Capital Expenses Set to Mount","https://www.morningstar.com/stocks/alphabet-earnings-continued-momentum-cloud-search-capital-expenses-set-mount","#a478e9ff","#a478e94d",1770519911329]