capex2026

Alphabet shocked Wall Street with the biggest strategy turnaround in history, announcing the raising of $80 billion through a secondary stock issuance (including $10 billion from Berkshire Hathaway) to cover the insane AI capex, which is set to balloon to $180–$190 billion by 2026. This decision effectively puts an end to Google's long-standing era of generous buybacks, forcing investors to deal with share dilution in exchange for massive infrastructure investments in data centers and cloud capabilities for Gemini and Anthropic.

In the short term, GOOGL shares understandably reacted with a 4% drop, while for the crypto market, this total ramp-up in the AI arms race will become a powerful catalyst for the long-term growth of AI tokens and DePIN projects, siphoning off the remaining venture liquidity.

#Alphabet #GoogleAI #CapEx2026 #AIBoom #TechStocks